The OA - Office Credit Note can be used when applying a credit to the ledger regarding Costs and VAT only.

• Select 'Accounts' and 'Client' 
• In Matter Lookup search for and select the matter you want to post into
• Select the Client and the Matter
• Once the Matter is open, go to the Posting Tab
• Select ‘OA Office Credit Note’ from the drop down list

1. Enter date
2. Enter your reference
3. Enter your description
4. Select the VAT rate from the drop down list
5. Enter the amount of the Costs to be credited
6. Enter the VAT amount to be credited manually

1. The credit note will need to be ticked as paid to reverse the output VAT on the vat return

1. Select the Fee Earner from the dropdown list
2. Click on ‘Add Allocation’
3. Enter the amount of costs that need to be credited to that Fee Earner

1. Click Post

Related Articles 

How to Post a Bill

Posting an Office Cancel Bill

Approving Posting & Bill Requests

Reversing a Paid Bill

All Matter Posting

Accounts - How to Post a Payment Bill 

Matter Posting Guide for Insight Legal