Credit note

Create a Credit note

To create a Credit note, go to Finances and Add an expense, fill in the form and Save. The expense type should be Tenant refund. You can enter the following information: The type (Tenant refund) The date The payee The amount The VAT rate You can also enter: The tenancy A credit note number (of your choice) A description or a text for the document Attach a document When you create the expense, in order to produce a Credit note document, you have to switch on the Credit note option. Once the expense is created, you can access the credit Read more

Create an Invoice

To create an Invoice, go to Finances and Add a revenue, fill in the form and Save. You can enter the following information: The type The date The payee The amount The VAT rate You can also enter: The tenancy An invoice number (of your choice) A description or a text for the document Attach a document Once the revenue has been created, in order to produce an invoice document, you have to switch on the Invoice option. You can access the invoice by using the action buttons on the right. Edit Record a payment Invoice … Delete