Create a Credit Note Transaction, e.g. after the delegate was cancelled, you didn’t create during the cancellation stage
You may have already cancelled the delegate but opted to not create a journal transaction as the refund value was not confirmed yet.
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Login as Admin
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Search and select the contact or booking you need to update
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While on the contact/booking, navigate to the accounts tab for the contact
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Select the original booking transaction (the journal will be against this booking/tx)
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Select Actions > Create a Credit Note
Actions - Create a credit note -
On the popup, you will see the original booking tx (transaction) information
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Within the Credit note details section, it will pre populate the original transaction amount
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Edit the Credit details to the applicable amount and tick the box.
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Review the read only section to ensure the breakdown is correct, add a note
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Select Create Transaction
Create Credit Note window
Outcome:
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The credit note Transaction is created
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The original outstanding balance is updated
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You created available credit IF their was a paid amount on the original transaction.
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You may have created a Credit on the account and now can Make a payment on an outstanding transaction using that credit available
