Customer Credit on Customer Detail Page
The Customer Detail page needs to have a quick and easy way to see a customer credit balance just like open balance. That would be very helpful.
10
votes
Anonymous
shared this idea
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Jennifer Bennett for TEXPERT LLC
commented
I have the same problem with credit balances showing up when we give credit on an invoice for something. A faster access to a page showing these in a list form and what the credit is from would be very helpful.
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Amy M
commented
I have recently noticed a lot of customers have random amounts of "Credit" on their profile, but I don't know how to track down where it came from or how to change it. This field on the customer detail page would be helpful!