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3 Vote

SM Invoicing: Ability to add Credit Memo while creating invoice

Problem:

While invoicing there is no way to add Subtotal discounts or credit memos.

An Idea:

Similarly to how there is a Payment box within the SM Invoice Review form, it would be very useful to have a Credit box wherein the user could enter the appropriate info and have it posted along with the invoice.

• Nathan Sutherland
• Jan 19 2021

Vista Apps / SM - Service Management

Company	A-1 Plumbing & Emergency Rooter
Job Title / Role	Developer
I need it...	1 month

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Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.