Within Jupix, you're able to credit Rent Demands, Charges payable to the Agency, and Expenses payable to Suppliers, Landlords and the Agency under the following circumstances:
- Rent Demands - They can be credited off as long as the landlord statement hasn't been generated, or where part rent is outstanding. Be aware that you cannot credit a part rent, only the full outstanding balance
- Agency Invoices - They can be credited in full if no monies have been allocated to them, or, partially credited if some monies have been allocated
- Expenses payable to Landlord(s) – They can be credited off as long as the landlord statement hasn't been generated. Be aware that you cannot credit a part expense - If partial payment has been received, to credit off the remaining balance, you will need to click Submit a request and complete the contact form at the bottom of this article, to log a support ticket
- Expenses payable to Supplier(s) - They can be credited off as long as the landlord statement has not been generated. Be aware that you cannot credit a part expense - If partial payment has been received, to credit off the remaining balance, you will need to click Submit a request and complete the contact form at the bottom of this article, to log a support ticket
To credit the Rent Demand, Agency charge or Supplier/Agency expense:
- Navigate to the relevant Ledger
- Find the entry you wish to credit. Once found, alongside it will be the option to Credit Charge
- If it isn't showing, consider the above circumstances
- Click Credit Charge
- Select the Amount you wish to credit
- Enter a Description of the credit
- Enter the authorisation code
- Click Save
This will show as a credited amount on the relevant ledger along with the description entered for the credit.