In this guide we will look at using a journal entry to credit money in a client ledger. It’s worth noting that you will need the correct permissions in order to do this. There are two ways to do this, by case or by accounts.

How can I do this in Hoowla?

We will start by looking at the case method. Start by going to the client ledger on a case,

Once there click on journal entry,

Select the appropriate account in the account 2 drop down menu,

Now press the swap button,

You will see the system has recognised this is a credit note,

Fill out the rest of the values, you can press show preview to see the changes,

Press save when you’re done,

You can also do this by going to accounts,

Press on journal entry,

The process is the same as doing a credit note on a case.