A credit note is generated to offset either a partial amount or the full amount of an invoice. A credit note is sent to a member to show that the amount to be paid has been reduced. When a credit note is manually created, Kube marks the credit note as Unallocated. This article describes manually allocating an unallocated credit note.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Allocating a credit note
Select Receivables in the top menu and select Apply Credits from the drop down menu.
Use the screen filters to filter by company and/or property to locate available credits.
NOTE: You can only filter by one company and/or property at a time.
Locate the credit in the grid, and click Select.
TIP: If you want to apply multiple credits at one time, click Select All.
NOTE: If there are multiple credits and each credit needs to be applied to individual invoices, select one credit at a time and complete this process for each credit.
Click Next.
Kube combines the total of the credits from the previous screen if multiple were selected. Click the invoice numbers to expand their details.
Click Select or the square select box to choose which invoice to apply the credit to.
Click Apply. A receipt number appears towards the top left corner.
Click the receipt number to view a summary of the credit application.