You can issue Credits and Refunds to a tenants account from past payments or manually in the system. You will also be able to use them on future invoices later on if needed.

To create a credit or refund, access the Transactions Tab from the Tenant View.

Creating a Credit

Click on the New button located on the right side of the transactions tab. From the drop down menu click Credit Note.

A new Credit Note will appear in edit mode. Here you will be able to enter the necessary information needed to issue the credit and label where it is coming from. Click Save when done.

You will be able to see the Credit Note as Unapplied in the transactions tab if you did not apply it to anything yet when you created it. You will also see it as an Available Credit in the current transaction tab of the tenants profile, just above the Receive Payment button.

You will be able to apply the Credit Note to any current invoices by clicking the Credits Availble button.

Issuing a Refund

You can issue refunds on a credit note, security deposit application, or an invoice payment. The process is the same for all of them. Here is an example:

To do it off a past Invoice Payment, click in the proper invoice payment in the Transactions Tab. Then click on the three dot menu on the right side of that transactions and choose Refund.

A pop up screen will appear.

Here you will be able to enter the necessary information for the refund. You will also select which account you want the funds to be taken out of and the Payment Method as well.

For Security Deposit Applications and Credit Notes, you would typically only apply a Refund to the Unapplied line item, so you would set that amount, and the other line items to $0, like in the below example, if this payment or credit note is already propperly applied to Invoices but the remaining amount needs to be refunded. You can also just refund the full amount and all line items even if they are already applied, and then those Invoices would become oustanding again since there is no longer payments applied to them.