If a worker damaged a property whilst at a job and he now needs to compensate the landlord for the damages. 

You will need to follow the guidance below to create : 

  1. credit note (a record of why the supplier owed you money)
  2. refund (to match the payment in the bank)


This can be done direct from the banking window:


  • Search the incoming refund transaction in the bank and click on the drop down (1)
  • Select Supplier Refund (2)

  • Select the supplier from the pop up list.
  • Now click apply.
  • You can choose to allow the system to auto create you a refund and credit note. (As picture below Create new safety certificate refund for £1200)
  • Alternatively you can choose to manually input the details by selecting Create new invoice



SleekTech has now generated a credit note and a corresponding refund for this transaction.