We quite regularly have to use credit notes to refund keg deposits (still waiting for the new system to refund on invoice!).
At the moment when I apply/add a credit note to an invoice, I have to send both the invoice and the credit note separately.
Is it possible to have a button when you send the invoice to also attach any credit notes that have been applied to that invoice?
Sometimes when sending multiple invoices it’s easy to forget to send the credit note, and it is quite a lot of clicks to even get to credit notes from the sales. Customers > Orders/Credit notes > Find correct credit note > send.
Thanks
Tim
Thanks for the suggestion, Tim. Would you still be looking for this after the new keg deposit return tool is available, or is this just a “temporary” requirement until then? The new tool will undoubtedly come before this as it’s so close to being completed already - so I’m not sure if I should keep this open or close it. I hope this makes sense?
Hey Luke,
It’s fairly temporary yep as we don’t send credit notes very often aside for the keg deposits.
If the new tool is v. close, then yeah I agree with you that maybe it’s not a key update! So may as well close the topic.
Cheers
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Thanks, Tim. Appreciate the honesty. It shouldn’t be far off; it’s been in and out of review with tweaks a few times now and just not quite made it over the line, but it really shouldn’t be long. Cheers 