Adjustments
Adjustments let you correct or modify receivables without creating a new invoice. Common types include credit notes (refunds or credits), debit notes (additional charges), and write-offs (e.g. bad debt).Where to find adjustments
- Sign in to the app.
- In the sidebar, open Finance → Receivables → Adjustments (or Invoices → Adjustments).
- You may land on Credit notes or see sub-items for Credit notes, Debit notes, Write-offs, or TPS (tax), depending on your configuration.
Credit notes
Use a credit note when you need to reduce what the tenant owes—for example, after an overpayment, a discount, or a refund. Create a credit note linked to the tenant (and optionally to an invoice), enter the amount and reason, and save. The tenant’s balance decreases accordingly.Debit notes
Use a debit note when you need to add a charge outside of the normal invoice—for example, a one-off fee or correction. Create a debit note for the tenant, enter the amount and description, and save. The tenant’s balance increases.Write-offs
Use a write-off when you no longer expect to collect an amount (e.g. bad debt or a waived balance). Write off the amount against the tenant or invoice. The outstanding balance is reduced; your reports will reflect the write-off.Next steps
- Invoices and payments – Understand how adjustments affect balances.
- Reports – View aging and ledger reports that include adjustments.