Page Comparison

1. Access Credit Note option

From the landlord record:

• Right-click Payments
  

• Select Credit Note

2. Credit Notes screen

Unpaid invoices will show by default

To show paid invoices:

• Click Filters

• Un-tick Only show outstanding invoices

If required, tick Show Fee Invoices to narrow down the list

3. Select the invoice to credit

• Tick the box beside the invoice to be credited - this adds the full amount in the To Credit box

• If you only need to credit a partial amount of the invoice, overtype the figure with the amount to be reversed 

• Click Next

4. Enter details of the credit note

• Check Total to credit amount (if incorrect, click Back and change To Credit field, as seen in step 3)

• Type should be set to Correction

• Enter Description - this appears on the landlord statement

• Print, store and email options are offered, select as required:

  • Print credit note - offers option to preview on screen and print to a printer

  • Store PDF credit note - stores as a PDF file in the Documents section of the landlord record

  • Email PDF credit note - attaches a PDF file to an email, with the landlord email address included in the To field

• Click Finish

• Click Yes to confirm