Transitioning from Customer Credits to Credit Notes
You added credit notes, but you took away the customer credit feature.
I still need the features of customer credits.
I'd use credit notes to for invoice billing adjustments, i.e., I over billed a client on an invoice, and preferred not to change the original invoice. Especially since the credit note requires you to select a service or product item.
What if the customer prepaid on an invoice that had many item codes?
What if the customer prepaid on an invoice that had many item codes?
Are we to create an item code for customer deposits or over payments?
I prefer to use the customer credits for advance payments/deposits/prepayments received.
The data entry screen was much like the payments, clean and simple; it just needed the little check box to notify the client and it would have been perfect. Also the customer credit shows up in the payments report.
I need them there, as I would run Payment reports to reconcile to the total bank deposit.The data entry screen was much like the payments, clean and simple; it just needed the little check box to notify the client and it would have been perfect. Also the customer credit shows up in the payments report.
Does the credit note automatically apply to recurring invoices if the "Apply credit automatically" feature is turned on?
I relied on this with the customer credits feature, but may or may not want it for credit notes. A separate option is needed to automatically apply credit notes to recurring invoices.
I need both credit notes and customer credits (maybe name it prepayments or deposits to avoid re-using the word credit to avoid confusion.
Belinda
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