How do I credit note an invoice?

If you have raised an invoice in error and would like to remove it from the Receipt screen of a Landlord, Tenant or Tenancy, a Credit Note can be used.

You can:

• Credit note a Tenancy or Tenant invoice
• Credit note a Landlord invoice

If the receipt has had some money receipted against it, a Credit Note won't be available. In this case, you will need to raise a negative invoice for the balance you want to credit.
For more information on How do I manually reverse a receipt, click here

• In this example, we will Credit Note a Tenancy invoice but the same process applies to a Credit Note on either a Landlord, Tenant or Tenancy

1. Double click Tenancies from the side menu
2. Search for the relevant Tenancy using Search Text by Name, Code or Status
   1. Alternatively, find the Tenancy using Additional Options from the dropdown menu
   2. If you're searching for an Archived record in Only Search Listable Records, click No
   3. Or select a Branch if multi branch is set up on your CFPwinMan
3. Click the Tenancy
4. Click Credit Note
5. Credit Note displays the list of raised invoices
   You can:
   
   1. Tick or untick Print Credit Note if you would like to print a copy of the Credit Note
   2. Double click the entry to remove it, if required
   3. Click Yes to confirm you have selected the correct Credit Note
   4. Click Yes if you chose to print a copy of the Credit Note and it has printed correctly
   5. Click Yes to confirm you want to update if you chose not to print a copy of the Credit Note 
   6. Click X to close

A copy of the credit appears on the Account of the Information record you have created the Credit Note on.