We frequently issue credits to customers for such things as goods returned, or incorrect amounts/items billed, etc. Currently, we have to enter in negative lines to a work-order before we can then issue a credit that offsets the related original invoice. This process is time consuming, and error-prone. It would be much more efficient to simply right click an existing invoice, and then click on a selection such as “credit invoice” in order to generate a replica of that invoice for a negative amount.

by: Mark B. | over a year ago | 3 Service Management