customers be able to apply credit to invoice through portal
Allow customers to apply credit amount to an existing/new invoice as they see fit. Also allow vendor credits to be viewed through the portal when the customer and vendor are linked.
10
votes
Craig
shared this idea
-
Bob
commented
I agree completely. The way credit notes are handled is really quite obscure. The customer on their home page can SEE credits remaining, but they can't DO anything with those credits. Credits should preferably apply automatically to invoices (since they show up on statements properly), but if not automatically then the customer should be allowed to:
1) Apply an existing credit as they see fit to existing invoices, or
2) Request a refund of a credit through the portal.