Create a Credit
Click Tenants in the left navigation menu.
Select the tenant you want to update.
Open the Transactions tab.
Click New.
Select Credit Note.
Enter the credit details, including the Amount.
Click Save.
If the credit is not applied immediately, it will appear as Unapplied in the tenant’s transaction list. It will also appear as Credits Available on the tenant’s lease or property page.
Prepayments may also appear under Credits Available, where they can be allocated to invoices.
Apply an Existing Credit
From the tenant record, open the property or lease tab.
Click Credits Available.
Select the available credit or prepayment.
Make sure the credit type is set to Apply Credit.
Apply the credit to the outstanding charge.
Save the changes.
You can also apply a credit note by editing the transaction. Open the transaction menu, select Edit, choose the invoice in the Applied to field, and save.
Issue a Refund
Refunds can be issued for:
Credit Notes
Security Deposit Applications
Invoice Payments
To issue a refund:
From the tenant’s Transactions tab, select the payment, credit note, or security deposit application you want to refund.
Click the menu button.
Select Refund.
Enter the refund details, including the refund amount, account, and payment method.
Click Submit.
When refunding a partially applied security deposit application or credit note, adjust the unapplied amount to the refund amount. If needed, set applied amounts to $0.
If you refund a fully applied transaction, the previously paid invoices will return to outstanding status after the refund is processed.