Page Comparison

To Create an Ad-hoc Credit Note

Read step by step instructions here:

The Issue Credit Note task route should be used if you wish to raise a credit note for an item or amount that does not form a full part of a specific invoice
e.g. having raised an invoice for £50 you wish to issue a £20 credit note for a session cut short due to a power cut.

1. Click on the Lettings tab

2. Click on Accounts

3. Click on Issue credit note

4. Select the Hirer you are issuing the credit note to

5. Enter an appropriate description, cost centre and gross figure, along with account codes if required. If appropriate use the Add option to add further lines to the credit note.

6. Click Save.

7. You will be prompted to use a receipt to allocate the credit to an invoice.

8. Click No to allocate the value of the credit note on account.   If amounts are allocated on account, you will be prompted to use them against future invoices when next generating invoices.

See also:

Print Credit note

Print a Statement

Cancel a Booking

For further help see:

SCO Modules

FAQs

Watch a 1 minute video here:

The above screen should display a video. 
If you are unable to play the video, please contact your IT Support.
Use the Full Screen button to maximise the video.