Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 7 Next »

This page explains how to credit paid supplier invoices along with the concept of marking a credit as a recovery payment.


1. From the payer account (either landlord or tenant):

From a landlord record:

  • right-click Payments and select Credit Note 

From a tenant record:

  • right-click Raise Invoice and select Credit Note



2. Find paid credit note

To find a paid credit note:

  • Click Filters and untick Only show outstanding invoices 

    This will show all invoices ever created against the account

  • Tick next to the invoice that needs to be credited and click Next 

  • Enter a reason for the credit

  • Click Finish


3. Recover supplier payments option

If payment has been made to the supplier past the point of BACS and Cheques Run:

  • An option to recover supplier payments is offered

    As the payer is credited the funds straight away that can be paid out elsewhere from client account funds, the system will hold back the credited amount from a future payment to the same supplier if recover is selected


Example scenario:

  • £69.60 is set to recover
  • a future works order to the same supplier is raised, costing £80.00 and paid
  • the system will only pay out £10.40 to the supplier while the £69.60 is recovered back in to the client account

Selecting not to recover the supplier payment is dependent on the supplier repaying the funds back to you

Filter by label

There are no items with the selected labels at this time.

  • No labels