Skip to main content
Solved

Customer Collection Notes

  • January 9, 2024
  • 1 reply
  • 108 views

Forum|alt.badge.img+6

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’.

View original
Did this topic help you find an answer to your question?

1 reply

cperdue
Hero (Partner)
Forum|alt.badge.img+14
  • Hero (Partner)
  • 439 replies
  • 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’.


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings