Credit notes automatically added to automatically generated invoices
When I create a credit note now, I have to stop all of the invoices in the system from being automatic.
Now I get a ton of emails so I have to go in, apply the credits and send off and/or charge the customer.
When creating a credit note, I'd like the option to tick off a box that says "apply to next invoice?" Then let you choose an amount or percentage etc.
Right now I have to temporarily change my system from being fully automatic to having manual steps. It's annoying and definitely decreases productivity.
Greg
shared this idea
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Bob
commented
I agree completely. The handling of credit notes is obscure. They should be applied automatically, as they show up properly in the customer statement.
The Receivables column in the Contacts main page also should reflect unapplied credit notes either as a reduction of receivables or as payables. Right now those columns do not accurately account for credit notes.