Skip to Main Content
Sage Business Works Ideas Portal
Status One For The Future
Created by TRACY LYONS
Created on Jul 20, 2023

Display credit memos in the Customer Invoice Inquiry list

The invoice and credit modules do not interact. It would be nice if wherever we can look at customer invpoces we could also see the credits. Not just inventory inquiry, but also when posting customer payments it would be nice to apply credit at that time. Also on customer statements, it only shows an open credit total. Would make life easier to see credit memos itemized.

  • Attach files
    Apr 3, 2024

    Excellent idea. This is my biggest BW complaint. It would also be helpful to have Credit Memo Inquiry like invoice inquiry without having to print it every time. Also being able to void a credit memo done in error would be fantastic!