To create a “Credit Note”, follow these simple steps: Go to the “Finances” section and then click on “Add an Expense”.

For each expense of type “Credit Note”, you can enter the following information:

• The type (Credit note, Tenant balance refund, Other expense, etc.),
• The date,
• The client,
• The amount,
• The VAT amount,

In addition to this information, you can also enter:

• The tenancy contract,
• A credit note number,
• A description or text for the document,
• The associated documents,
• Activate the ‘Credit Note’ option to produce an accounting credit note.

Once the expense is created, you will be able to access the generated document via the actions located to the right of the line.