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Customer Collection Notes

  • 10 January 2024
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Userlevel 3
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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

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Best answer by cperdue 10 January 2024, 13:31

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Userlevel 6
Badge +14

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’.

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