Name of Feature/Request: Have Custom Fields Added For Credit Memos
What financial, time savings, or quality of life improvements will occur from this: To be able to add custom fields on credit memos | Frequency: Multiple times a day | We need to be able to reference invoice numbers in the memo line of credit memos. We cannot create the credit memos directly from invoices because we do not want them auto-applied. This is the only way for us to be able to properly track credit memos and invoices for customers as well as commission for sales reps and we should not have to manually make sure that the information we need is entered.
Attempted Solutions So Far: We had hoped we could add custom fields like we can on sales orders and make those required however this is not an available feature with credit memos.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Customer wants to make memo field on credit memos a required field | Previously accomplished: We are requesting people to remember to enter data
StrivenID: 4660447