A credit is created to offset the cost of an amenity or the total of an invoice. Credits can be applied to invoices to reduce the amount owed. This article discusses applying a credit to an invoice.
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.
You cannot use a credit at a different property than the one it was made at.
To apply a credit
Select Receivables in the top menu and select Apply Credits from the drop-down menu.
Use the Company and Property filters to locate the credit. If there is an available credit, the record appears.
NOTE: At least one property or company must be selected.
Locate the invoice in the grid and click the invoice number to expand it and view the available credits.
TIP: Click the Select All button to select all available credits, click Clear All to start the selection process over, or click the Select and Clear buttons on individual invoices to select which credits appear on the next screen.
Click Next.
Click on an invoice number to expand and view the outstanding balance.
Select the charges to apply the previously selected credits to.
TIP: Click select all to apply the credit in the order of the oldest to newest invoiced charges.
Click Apply. Kube automatically creates a zero payment receipt.
CAUTION: There is no confirmation prompt to confirm your selections. Ensure you have selected the correct charges or invoices to apply the credit to before clicking Apply.
Apply credits screen example
