How to refund a tenant in Arthur (Non-Xero)

The tenancy refund transaction type below is a receipt showing as a payment out on the statement. A credit note or a tenancy receipt (overpayment) needs to be allocated to the refund being paid out.

If using Xero, please use the articles below.

• How to Refund with Xero

To clear a credit note has been applied to a statement. See  how to create a credit note

Step 1 

Add new transaction > Select ‘Tenancy Refund’ transaction type. Input the total amount to be refunded.

Step 2

Allocate the refund transaction to the outstanding credit note or tenancy receipts.