Add ability to add credits to client accounts
Please make it possible to add credits to an account separately from retainers, this should be a distinct entry and live in a "Credits" bucket but still be included in the drop down to apply payment from it, as it's own entity.
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Comments1
Elizabeth Pilkington
Jan 14, 2025
Very important missing feature. Many times we need to apply a credit to an existing invoice because we have invoiced the item on another invoice. For example I sold prebuilt cabinets and now 4 cabinets are being custom built. I invoiced for an entire kitchen and I need to credi the 4 cabinets and charge on another invoice. Since a deposit was already made, I am not going to apply a refund or a discount. I simply need a line item for the credit above the subtotal so I can then charge it on the new custom invoice