The tenancy refund transaction type below is a receipt showing as a payment out on the statement. A credit note or a tenancy receipt (overpayment) needs to be allocated to the refund being paid out. If using Xero, please use the articles below.
To clear a credit note has been applied to a statement. See how to create a credit note
Step 1 Add new transaction > Select 'Tenancy Refund' transaction type. Input the total amount to be refunded.
Step 2 Allocate the refund transaction to the outstanding credit note or tenancy receipts.
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