Hi,
Every month I have to manually return deposit credit notes to some customers - this is an increasing number (~20). My software does not auto allocate these to breww so I have to manually register all of them seperately.
An option to “add credit payment to customer” with a tick box to allocate to outstanding creditnotes would save me a lot of work (Basically the reverse of “Add payment to account”)
Thanks for the suggestion, Gijs.
I might have misunderstood what you’re asking for, but I believe we already have this feature - see Recording that you have refunded the money to the customer
Does this cover what you need, or have I misunderstood?
Hi Luke,
I known I can do that for every credit note separately but I mean I would like to allocate refunds of creditnotes in Bulk.
e.g
I refund a customer 300 euros for 3 creditnotes, go to the customer page record the refund of 300 euros and auto-allocate (in one way or another) it to the outstanding creditnotes.
Seeing I have potentially have 4-5 creditnotes per month per customer and I currently have 5+ that I need to repay, it would save me a lot of tedious clicks.
This is already possible for bulk payments of invoices, so vice-versa should not be to difficult?
Ah, I see, yes, that makes sense. Thanks for clarifying 