Credit Notes

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  • #118


    Is there a good way of creating credit notes in Autotask? And I do not mean invoices with a different layout, but actual credit notes where the amount is also deducted from the results and preferably an ability to undeliver charges.



    Hi Luk,
    I have the same need, and have been playing around a bit.
    The layout is not an issue, can be arranged.
    Deducting amounts from the results is also feasable, but only with charges I have been able to apply negative amounts; so they deduct from total results.
    taking goods back in inventory is not (yet) possible.
    This is total issue is one of my biggest desires in the PSA sales track.

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