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?

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.

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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