Bob
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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.Bob
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6 votesBob
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6 votesBob
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80 votes
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commented
Isn't this accomplished by the regular process of recording payments to the "Undeposited Funds" account, and then doing a deposit? It seems to work for me, but I'm new to Zoho. That's the standard route for most accounting packages I'm familiar with.
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.