AnsweredAssumed Answered

Best Way to make Credit Memos?

Question asked by donok on Dec 16, 2013
Latest reply on Dec 17, 2013 by philmodjunk

Title

Best Way to make Credit Memos?

Post

     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.

Outcomes