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.
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.