To Credit a Specific Invoice

Read step by step instructions here:

1. Click on the Lettings tab

2. Click on Accounts

3. Select the relevant Invoice

4. Click on View invoice

5. Click on Issue credit note 

6. Enter a Reference, if required

7. Click Remove to delete lines you do not wish to credit

8. You will see a warning message The line highlighted in red will be removed, are you sure?

9. Click OK to proceed

10. Repeat for other lines, as required until only the amount to credit is displayed

11. Click Save, Yes

12. Would you like to use a receipt to allocate this credit to an invoice? select Yes

13. All outstanding invoices will be listed, as well as the Credit note

14. Select Auto-allocate to automatically allocate the Credit note to the first and subsequent invoices or
    Enter the positive amount of the Credit note in the Allocated column against the relevant Invoice(s) and
    enter a negative amount of the Credit note in the Allocated column against the Credit note line

15. Click Save, Yes

16. In the Accounts screen, select All Items, Find now - the Credit note and original Invoice will be displayed

17. Don't forget to Cancel the booking, if required

See also:

Print Credit note

Print a Statement

Cancel a Booking

For further help see:

SCO Modules

FAQs

Watch a 2 minute video here: