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Best Way to make Credit Memos?

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


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.