Best Way to make Credit Memos?
Hello - I have a heavily modified invoice/inventory/customers set of files (based on the old bps template where each is a separate file).
I need to create a set of credit memos - which is basically an invoice in reverse with their own set of ID numbers but, referencing from the same inventory and contacts.
Am I best off just cloning the Invoice file and changing the fields to return negative numbers (for the credit)? I tried copy and pasting the invoice table and then create a new layout that references the new Credit Memos table, but the work to then re-link all the related fields seems like more work than I want to get into.
Am I missing something simple here? Thank you for any help.