Credit Notes - Feature to show what has already been credited Planned
When making a credit note from a sales order, there is nothing stopping the user to create multiple credits for the same items.
It would be handy to have a feature that blocks/created a blank field when selecting items to be credited if it has already been allocated to another credit note.
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Hi Cressi,
Thank you for your valuable feedback regarding the ability to create multiple credit notes for the same items from a sales order.
We completely understand how this can lead to potential errors or duplicate credits. I’m happy to share that we’ve taken this into consideration and are actively working on an enhancement to address it.
In an upcoming release, we’ll be introducing functionality that will prevent users from selecting items that have already been allocated to a credit note, marking them clearly as unavailable during credit creation from the sales admin page. This should help reduce mistakes and improve overall accuracy in credit processing.
We’re planning to roll this out initially as part of a beta phase. If you're interested in early access and helping us shape the final version, you can submit a support request to join the beta once we've published the feature announcement via our Product Updates page.
Best regards,
Melvin
Hi Cressi,
Sharon here from Beyond Expectations (Partner). Just wondering if the credit is being credited off the sales order using the Actions button in the Admin screen. If this is the process followed then once the credit is created it will show under linked transactions in the admin page, so you can see what has already been credited off the sales order.
Hope this is useful.
It would still be good to see it in the main screen and not have to go into the admin side. It is longwinded and an option may be to have a CN field next to the invoice field here:
I wish that users would also get a prompt of some kind when trying to credit note an invoice twice.
Yes, I am using the function to create a credit note from a sales order and can view under linked transactions, what I mean is even if I have credited and item, there is nothing stopping me from crediting the same item multiple times/on multiple credit notes (even though there is only 1 dispatched). When selecting the items to credit from the sales orders, a feature to not select the option if it is already on a linked credit note would be great.
Hi Leila,
Yes, I agree, a pop up to advise a credit note has been created already would definitely be helpful. Thanks!
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