Statements will generate in Mabdeck based on the information available on an account at the time of statement generation, however if you realise after a statement has been published that the data is incorrect and needs to be amended, the statement will need to be reversed.
As the statement has already been published to the account in this case, it can only be reversed by producing a Credit Note against the account.
You may need to reverse a statement if a move in date needs to be updated on an account, or a payment needs to be added.
Reversing a Statement
Statements can be reversed from either the account page of the resident that the statement generated for, or the Archived Statements page.
To reverse a statement from the account page of a resident, navigate to the page for the account where you need to reverse the statement, and click Statements & Invoices button.
Select the statement you would like to reverse, then click Reverse Statement(s)
Confirm you would like to reverse the statement. This will reverse the statement, and create a Credit Note. Credit Notes can be viewed and downloaded on the account page, underneath any statements which have been generated.
You can also see any statements that have been previously credited on an account, as they will display the Credited symbol next to the statement record.
To reverse a statement from the Archived Statements page, select the statement(s) you would like to reverse and click the reverse button at the top of the screen.
Statements must be reversed in the order that they were generated, so if a statement does fail to reverse it's likely that a more recent statement needs to be reversed first. You'll be notified if this is the case, so check your Mabdeck notifications if you find that a statement is failing to reverse!