Landlord credit note / raise goodwill credit for landlord

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

This page explains the process to follow in order to raise a landlord credit note or a goodwill credit for the landlord

1. Access landlord credit notes screen

From landlord record:

To raise a credit note, see next section

Raise credit note

From the Credit Notes screen:

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

The credit note is shown on the Landlord Transactions screen

From the Credit Notes screen:

Click Filters and select Raise Good Will Credit
When prompted, select:
- the property that the goodwill relates to (where applicable)
- the Nominal Account
- if the credit is to include VAT/GST
In To Credit, enter the amount to credit and tick to the left of the entry, click Next

In Credit Note details:
Check Total to credit
Type will be set as Good will payment
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