Service Charge Credit Notes

Service Charge Credit Notes reduce the amount a unit owes on their service charge account. A credit note is issued when a charge needs to be reversed or reduced — for example, due to a billing error, an agreed discount, or a change in unit ownership mid-period.

Each credit note is allocated to one or more budget codes and schedules, mirroring the structure of the original invoice. Once issued, the credit note is applied against outstanding invoice balances. The Mailings tab shows any email correspondence generated in relation to the credit note.

List View

Column	Type	Description
Reference	number	The system reference number for this service charge credit note.
Transaction Date	date	The date this credit note was issued.
Versions	number	The version number of this credit note.
Unit	picklist	The unit this credit note was issued to.
Services From	date	The start of the service period this credit note relates to.
Services To	date	The end of the service period this credit note relates to.
Contact	link	The contact (owner or member) this credit note is for.
Address	longText	The postal address for this credit note.
Total	number	The total credit amount on this note.
Outstanding	number	The amount of credit still available to be applied against outstanding invoices.

Detail View

Field	Type	Description
Reference	number	The system reference number for this service charge credit note.
Transaction Date	date	The date this credit note was issued.
Versions	number	The version number of this credit note.
Unit	picklist	The unit this credit note was issued to.
Services From	date	The start of the service period this credit note relates to.
Services To	date	The end of the service period this credit note relates to.
Contact	link	The contact (owner or member) this credit note is for.
Address	longText	The postal address for this credit note.
Notes	longText	Internal notes about this credit note.
Total	number	The total credit amount on this note.
Outstanding	number	The amount of credit still available to be applied against outstanding invoices.
Credit Details	grid	The individual credit lines — how the credit total is broken down across budget codes and schedules.
Account	picklist	The budget code this credit line applies to.
Schedule	picklist	The lease schedule this credit is allocated to.
Amount	number	The credit amount for this line.
Notes	longText	Notes for this credit line.
delete	icon	Click to remove item from list

Related Tabs

home

attach_file

mail

home	Main	Shows the main form fields as described above
attach_file	Attached Files	Files attached to this credit note.
mail	Mailings	Emails sent in relation to this credit note.

Attached Files

Files attached to this credit note.

Mailings

Emails sent in relation to this credit note.

Field	Type	Description
From	text	The sender email address.
To	text	The recipient email address.
Class	text	The type or class of this email.
Subject	link	The email subject line.
Sent	dateTime	The date and time this email was sent.
Size	text	The size of the email message.
Status	number	The HTTP response code from the mail server.
Attached	number	Number of files attached to this email.
Status Text	picklist	The delivery status of this email.

Examples

No scenarios available.