Credit a Specific Invoice
Useful information
Credit notes should be raised if you need to reverse an invoice, or part of an invoice, that has a Confirmed status.
Raise credit notes using either the View invoice task or Issue credit note task
To Credit a Specific Invoice
Read step by step instructions here:
Click on the Lettings tab
Click on Accounts
Select the relevant Invoice
Click on View invoice
Click on Issue credit note
Enter a Reference, if required
Click Remove to delete lines you do not wish to credit
You will see a warning message The line highlighted in red will be removed, are you sure?
Click OK to proceed
Repeat for other lines, as required until only the amount to credit is displayed
Click Save, Yes
Would you like to use a receipt to allocate this credit to an invoice? select Yes
All outstanding invoices will be listed, as well as the Credit note
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 lineClick Save, Yes
In the Accounts screen, select All Items, Find now - the Credit note and original Invoice will be displayed
Don't forget to Cancel the booking, if required
See also:
For further help see:
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