How to record a credit
The best way to apply a credit to a customer will be to reduce or waive a Rent invoice item. Depending on the specific situation and business preferences, we recommend using one of the following options:
Option 1: Add a Discount to an Invoice Item (recommended)
- Go to the customer’s Invoicing & Payments tab. If there is not yet an unpaid Rent invoice item, click the blue 'Add Rent' button.
- On the rent item being credited, select ‘Edit’ from the Actions menu on the Rent line item.
- In the 'Discounts' section, click the blue 'Add' button.
- Enter the discout amount and description before saving.
Option 3: Strikethrough Rent
Use this option when waiving rent.
- Go to the customer’s Invoicing & Payments tab.
- On the Rent invoice item being waived, select ‘Strikethrough’ from the Actions menu.
Option 3: Add Custom Rent
Use this option to override the customer's standard rent with a custom amount.
- Go to the customer’s Invoicing & Payments tab.
- Click the blue ‘Add Rent’ button, and select ‘Add Custom Rent’.
- Enter the reduced rent amount in the ‘Sub Total’ box, then Save.
Please note - if a customer is set-up for autocharge - adjust the next run date to the following month, and then process a manual charge by going to Actions > Record a Payment to adjust for the credit that was issued.