Part Refunding Deposits (Xero Users)

Modified on Tue, 26 Mar 2024 at 12:40 PM

*Scenario* This article will deal with refunding part of a deposit without closing/ending the whole tenancy. This can also be applied to situations where there are multiple tenants, one leaves and they need to be refunded separately.

Step 1:

Carry out the closing tenancy as shown in the article  

Step 2:

 Run sync with Xero Go to Financials > Go to Xero Screen

Step 4:

The credit note will appear in Xero > Go into the transaction via the reference.


Step 5:

Fill in the details and then click Add Refund, ensuring you input the correct bank you are refunding from. If it is being returned via the custodial account then be sure to select it.


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