Link Receipt/Credit Note

How to Link a Receipt or Credit Note to an Invoice?

This feature allows you to adjust transactions by linking them to an unpaid invoice, ensuring that the appropriate amounts are applied correctly.

Steps to Link a Receipt or Credit Note to an Invoice:

Navigate to the Invoice Detail Page: 
  1. Go to the specific invoice you want to work with.
Locate the Associated Transaction Section:
  1. Scroll down to find the "Associated Transaction" section.
  2. On the right side of this section, you'll see a (+) icon. Click on it.


Select the Transaction:
  1. A dropdown menu will appear.
  2. Choose the appropriate transaction (receipt or credit note) that you want to link to the invoice.
  3. A side drawer window opens, which will list the receipt that is not linked to other invoices or it has balance.




Review Linked Transactions:
  1. Once linked, the transaction will be displayed beneath the "Associated Transaction" section for your reference.
  2. You can see how the amounts are adjusted and linked.


Example Scenario:
  1. Suppose you have an unpaid invoice of 150 EUR and a late fee invoice of 18 EUR.
  2. If a customer makes a payment of 106.78 EUR, you can adjust it as follows:
    1. The 18 EUR late fee invoice is fully paid with part of the 106.78 EUR payment.
    2. The remaining 88.78 EUR is applied to the unpaid 150 EUR invoice.
    3. This leaves a balance of 61.22 EUR that the tenant still owes.


By following these steps, you can efficiently manage and link transactions, ensuring accurate financial tracking and clear communication with tenants.

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