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Customer Collection Notes

  • January 9, 2024
  • 1 reply
  • 153 views

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My users are looking for a way to add collection notes to a customer and/or invoice lines.  How are other people tracking their collection notes for collections?

I think I need to create custom fields for them to add the data.

 

IFS APP10 UPD9

Thank you,

Elaine

Best answer by cperdue

Are you utilizing credit management within IFS which includes credit notes?    Many organizations use credit notes in lieu of specific invoices/orders.   Separating the notes by customer establishes a credit ‘diary’.

1 reply

cperdue
Hero (Partner)
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  • Hero (Partner)
  • Answer
  • January 10, 2024

Are you utilizing credit management within IFS which includes credit notes?    Many organizations use credit notes in lieu of specific invoices/orders.   Separating the notes by customer establishes a credit ‘diary’.