Credit posting process
Komet should offer a way under the payment screen to allow us to manually apply or leave a credit open for the customer to take on a future date.
As it is, if a customer does not take the credit at time of payment, we must leave the receive payment tab, go into the credit summary tab and re-open the credit, then back into the receive payment tab again to close the payment, then back into the credit summary tab to re-approve those credits so they are available to the customer on future date. If a customer has several credits then this is a very time consuming process. There should be an easier way we can manually apply credits when customers decide to take them.
Thank you for your suggestion. As you mentioned, at the moment we don’t have such feature. When a credit has been applied to an invoice that has not been paid, the system will deduct automatically the value of the credit. At the moment, the payment has to be received first, in order to use a credit in any other invoice.
We will proceed to change the status to voting for now.
The Komet Sales Team.