To create a “Credit Note”, follow these simple steps: Go to the “Finances” section and then click on “Add an Expense”. For each expense of type “Credit Note”, you can enter the following information: The type (Credit note, Tenant balance refund, Other expense, etc.), The date, The client, The amount, The VAT amount, In addition to this information, you can also enter: The tenancy contract, A credit note number, A description or text for the document, The associated documents, Activate the ‘Credit Note’ option to produce an accounting credit note. Once the expense is created, you will be able to Read more →

To create an “Invoice”, follow these simple steps: Go to the “Finances” section and then click on “Add Income”. For each income of the type “Invoice”, you can enter the following information: The property, The type, The date, The payer, The amount, The VAT amount, In addition to this information, you can also enter: The tenancy contract, The invoice number, The description or text for the document, The associated documents, Activate the ‘Invoice’ option to produce an accounting invoice. Once the income is created, you will be able to access the generated document via the actions located to the right Read more →