Issuing or adding a Credit Note to a company

To do this, go to CSL > Accounts Overview and click on the relevant company name to view its invoice activities. You will see a Credit Note button in the top right-hand corner of the screen:

Click this button. You can now select the invoice you want to allocate the payment to by using the drop-down box or searching by invoice number. Once selected, enter the amount you want to allocate to this invoice and then press Add Credit Note. Alternatively, you can leave the Activity field empty and not allocate the Credit Note to a specific invoice, in which case it will be used to deduct money from the overall balance.

Please note that this can only be used for corporate/business customers and not for individual guests. If a credit note needs to be applied to an individual reservation, you will need to add a Discount transaction to their bill, void off the incorrect charge(s) or provide a refund.