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

Available from version 12.185

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

A configuration option is available 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

When this configuration is enabled, the credit note will sit alongside its associated invoice (rather than before it), making it easier to identify the invoice a credit note has been raised against

From tenancy:

  • In Accounts Functions panel, expand Invoicing section and select Credit Note

  • Select unpaid invoice to credit against and enter the amount to credit (as usual), click Next

    Credit against future invoice 1.png

  • Enter details for the credit note (as usual), click Finish

    Credit against future invoice 2.png

From tenancy:

  • In Accounts Functions panel, click View Transactions

    Credit against future invoice 3.png

  • The credit note (raised against invoice 27/06/2024), although raised on 28/05/2024, is automatically given the same date as the invoice

The other credit shown above with the date 28/05/2024 was applied with this configuration option disabled - meaning that the date the credit was raised was applied, rather than the associated invoice date (27/07/2024)

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

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