How to Refund in Arthur (Non-Xero/QuickBooks)

This article is linked to How to Create Credit Note

The method used to refund a tenant varies depending on whether your Arthur account is linked to a Xero account or not.

Refunding using Arthur

Step 1: Adding a negative transaction

  1. go to Tenancies>select a tenancy>go to statements.

You must then specify the details of your transaction as shown in the diagram below. The transaction type will vary between a “rent charge”and a “direct rent”;

  • Choose “Rent charge” if you are a Property Manager
  • Choose “Direct rent” if you are a self managing landlord.

Add a negative amount for what you are going to be refunding.

Still have a question?

Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below