How to Raise a Credit Note
In this guide we will go through how to raise a Credit Note. The best way to do this is by the Money Due In section on the navigational panel on the left-hand side of the screen on PM.
Once you have click this you can see a list of all the money that is due in from today's date or any date in the past. You can use the filter at the top of the screen to change the dates you wish to see. This could be a chosen from and to date or simply click on the predefined items on the right.
Once you have the desired list and you can see all the money you are expecting in, it should show the amount that is expected to be paid by the tenant in the list. If the amount you've received from the tenant is different you can change the amount from the box on the right-hand side of the column. You can also change the date received if it's different from when the system thinks it should have been received.
To Raise a Credit Note you must go to the payment you want to add it to and click the 3 lines on the right hand side of the screen to click the options. In there you'll see the option for Credit Note.
From here, a popup will appear with the details in which you can fill in. You can allocate the credit note to the rent or another payment via the dropdown menu as seen in the image below.
You can fill in the Credit Note with all the details that is needed and also you can record a note against it so for future reference you can see why this was done.
Once happy then click the Raise a Credit Note button to add this on the payment
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