Add a credit note


  • Finance: View - See credit notes, and be able to access the Payments area of profiles.
  • Finance: Administer - Manage and add credit notes.

If you don't have permission, you'll need to ask your admin team to give you permission using these instructions.

Go to the person's profile and go to Payments in the left-hand menu. Select the account and go to the Credit Notes page. To then add a new Credit Note, click +Add on the right-hand side of the page. 



Fill in the details on the slide over, including the bill payer, amount and any narrative, then click Credit account


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