Service Charge Credit Notes

A credit note reduces what a unit owes. It is the right instrument when a charge was raised wrongly, when an allowance has been agreed, or when ownership changed part way through a period and the charge has to be split.

Like a charge, it belongs to the unit rather than to a person, and it is built the same way — lines under the schedule the original charge was levied through, so the income comes back off the budget code it went on to. A credit note leaves the unit’s account in credit until it is set against a charge, at which point it reduces the balance owing.

Do not use a credit note to write off a debt you have given up collecting. That is a different decision with different consequences, and belongs in the debtors list.

List View

View	Shows
Current Year	Credit notes for the current financial year; change the year filter to view a different year

table_rows Show Columns

Column	Type	Description
Reference	number	The system reference number for this service charge credit note.
Transaction Date	date	The date this credit note was issued.
Versions	number	The version number of this credit note.
Unit	picklist	The unit this credit note was issued to.
Services From	date	The start of the service period this credit note relates to.
Services To	date	The end of the service period this credit note relates to.
Contact	link	The contact (owner or member) this credit note is for.
Address	longText	The postal address for this credit note.
Total	number	The total credit amount on this note.
Outstanding	number	The amount of credit still available to be applied against outstanding invoices.

Detail View

table_rows Show Fields

Field	Type	Description
Reference	number	The system reference number for this service charge credit note.
Transaction Date	date	The date this credit note was issued.
Versions	number	The version number of this credit note.
Unit	picklist	The unit this credit note was issued to.
Services From	date	The start of the service period this credit note relates to.
Services To	date	The end of the service period this credit note relates to.
Contact	link	The contact (owner or member) this credit note is for.
Address	longText	The postal address for this credit note.
Notes	longText	Internal notes about this credit note.
Total	number	The total credit amount on this note.
Outstanding	number	The amount of credit still available to be applied against outstanding invoices.
Credit Details	grid	The individual credit lines — how the credit total is broken down across budget codes and schedules.
Account	picklist	The budget code this credit line applies to.
Schedule	picklist	The lease schedule this credit is allocated to.
Amount	number	The credit amount for this line.
Notes	longText	Notes for this credit line.
delete	icon	Click to remove item from list

Crediting a unit

Choose the unit, set the date the credit takes effect, then add a line for each income code being credited — normally mirroring the charge being corrected. The note on the credit note is what the owner reads, so say plainly what the credit is for.

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Credit a Unit [credit-note-create]

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slideshow

Credit a Unit [credit-note-create]

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That's it!

You've completed all 13 steps.

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1. 1Click [Receivables / Credit Note] on the main menu
2. 2Click on the new button to show options
3. 3Select [New Svc Credit Note] from the new options menu
4. 4Choose the unit being credited
5. 5Enter the date the credit takes effect
6. 6Click the add button to add a credit line
7. 7Choose the income code the credit comes back off - normally the one that was charged
8. 8Choose the schedule the original charge was levied under
9. 9Enter the amount being credited
10. 10Say why the credit is being given
11. 11Add a comment for the owner - this appears on the credit note and the statement
12. 12Click save to raise the credit note
13. 13The total follows the lines, and the unit is in credit for it until it is set off against a charge

Related Tabs

home

attach_file

mail

home	Main	Shows the main form fields as described above
attach_file	Attached Files	Files attached to this credit note.
mail	Mailings	Emails sent in relation to this credit note.

Attached Files

Files attached to this credit note.

Mailings

Emails sent in relation to this credit note.

table_rows Show Fields

Field	Type	Description
From	text	The sender email address.
To	text	The recipient email address.
Class	text	The type or class of this email.
Subject	link	The email subject line.
Sent	dateTime	The date and time this email was sent.
Size	text	The size of the email message.
Status	number	The HTTP response code from the mail server.
Attached	link	Number of files attached to this email.
Status Text	picklist	The delivery status of this email.