Page Comparison

From the Credit Notes screen:

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• If you are crediting a paid invoice: click Filters and untick Only show outstanding invoices

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• If the invoice isn’t paid, the invoice to credit against should be displayed

Beside the invoice to be credited:

• in To Credit enter the amount

• tick the box to the left

• Click Next

• In Credit Note details:

  

• Check Total to credit

• Select the Type - options are:

  

• Enter the Description
  This is used as the narrative and will display on the landlord transaction screen & statement

• Options are available to:

  • Print credit note

  • Store PDF credit note (stores the PDF in the landlord Documents section)

  • Email PDF credit note

• Tick the required option(s) and click Finish