Contacts - Post Credit directly to contact
It would be nice to be able to post a receive money overpayment directly against a supplier and have it go to trade creditors in the instance where a supplier has refunded money and an credit note has yet to be issued.
Similarly it would be nice to be able to a post a spend money overpayment directly against a customer and have it go to trade debtors.
Adam Inglis
shared this idea
Thanks so much for taking the time to share this idea with us.
We can see why having the ability to apply a credit directly to a contact account, without needing to create extra transactions or workaround steps first, would be valuable. Simpler handling of credits and overpayments would make this workflow much more straightforward.
We’re moving this idea to Gaining Support so other customers can vote and add their comments. This helps us understand how much interest there is in this idea and learn more about the different ways people would expect to use it.
If this is something you’d like to see, please add your vote and share any extra detail in the comments. That feedback is really helpful for our team.
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Heather Jobson
commented
this would be much easier if we could do this!