Create an Ad-hoc Credit Note
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 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.
Click on the Lettings tab
Click on Accounts
Click on Issue credit note
Select the Hirer you are issuing the credit note to
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.
Click Save.
You will be prompted to use a receipt to allocate the credit to an invoice.
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:
For further help see:
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