Name of Feature/Request: Ability to Create a Credit memo from AR Transactions and Sales Orders
What financial, time savings, or quality of life improvements will occur from this: Frequency: Weekly as changes are made to existing Contracts | This customer uses the changed orders multiple times a day to make changes to construction orders. Sometimes items are returned. All contract managed Sales orders for this client are Manual invoicing as they are invoiced based on the progress of the job.
Currently we are able to have a change order create a credit memo when the Invoicing on approval is used.
Attempted Solutions So Far: Create a change order for the refunded amount/items
Create a separate Credit memo and add the change order to the credit memo
Credit is left open and applied to the Invoice when Invoicing is done
Change Order is marked as completed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: When using Invoice on approval it works well but not when using Manual invoicing which are the majority of the customers Sales Orders
StrivenID: 4570339