1. Credit Note

Navigation: Community Level > Finance > Customer > Credit Note

Complete the first section of the page:

• Customer: Select the relevant Customer
• Date: The date in which financial period this credit note will reflect
• Credit note Reason: The reason for the credit note

• Does this Credit note apply to a specific invoice: If a credit note needs to be raised for a specific invoice then select "Yes" and click on the dropdown list to select the relevant invoice. If no is selected the credit note will credit the customer account as a whole.

As soon as a certain invoice is chosen, all line items of the credit note will already be populated in the blue box.

Here the invoice can either be partially credited or credited as a whole, this is done by ticking either on the Select All option or individually ticking the line item/s which needs to be credited.

Whatever option is selected, WeconnectU will automatically populate the credit note fields.

Choose if this credit note and statement need to be emailed to the customer. If applicable, toggle the option to have this email sent to the property management agent or have it sent to any other email address.

Once completed, click on Create Credit Note.