Credit notes

Landlord credit note / raise goodwill credit for landlord

The process to follow in order to raise a credit for a landlord (including a goodwill credit)

Apply a tenant rent credit

There may be occasions on the landlord statement where you need to reflect a credit note against tenant rent - this can be for paid, unpaid or partially paid invoices

Report on rent credit notes

How to use Query Transactions to report on credit notes raised against rent invoices

Credit supplier invoices and recovery payments

How to credit paid supplier invoices along with marking a credit as a recovery payment

Print, email & save credit notes

A credit note can be printed, saved as a PDF & emailed

Additional credit note type: Non Recoverable

From AgencyCloud 12.137+, a new credit note type of Non Recoverable is available

Option to control the 'rent paid to' date when applying a credit note (APAC only)

Option to control the rent paid to date when applying a credit note

Credit note date, when raised against future unpaid invoice, matches invoice date - configuration option

Configuration option to allow a credit note raised against a future unpaid invoice to be dated with the same date as the invoice it has been raised against