Crediting a deposit/bond invoice

Owned by Nicky Minnock
Last updated: Mar 16, 2022 by Fiona Hardy
1 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

This page explains how to credit a deposit/bond invoice

1. Check if deposit has been paid

From the tenancy:

  • In the Accounts panel, beside the Deposit field, click Manage

If Deposit Paid shows as None:

  • click Deposit Credited and select Raise Credit Note

  • Move to step 2

OR

If Deposit Paid shows a monetary value:

  • this can only be returned via Refund Deposit

Deposit Credited can only be used on deposit invoices raised that have not yet been paid

2. Enter amount to be credited

  • Enter the Amount that is to be credited plus a Description for the credit

  • Click Accept



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