How do you create a customer credit note?

[Maxshow]

There must be a way to create a credit note rather than a sales invoice, but by inputting the same products?

Does anyone know how this can be done?

[Jan]

There is no way to do this within Sellerdeck that I know of.

Regards,

[chris ashdown]

There should also be a way of making a Pro Forma invoice as well

Getting information out of sellerdeck software like accounting sales etc has always been a weak point, I thought they may have learnt when a number of users moved over to Interxxxxx which gave you much more info on how sales were doing etc

[Jan]

You could use the additional reports function to add a proforma invoice (you set this up through the reports.ini file and would need a custom report for the proforma), the order would appear as an unpaid order though, no way to disitinguish it but you could put a note in the memo.

You can't do the same for a credit note because you can't create an order with a negative amount.

Regards,

[chris ashdown]

Hi Jan

I realise that but feel Sellerdeck has avoided doing anything on the reporting side over the last 8 years and really need a kick up the arxx. others do more and whilst it may not be such a good selling point as some marketing features after all this time it does need to be re-looked at

[Jan]

I was only trying to be helpful Chris :-)

Regards,

[Maxshow]

a credit note is a fundemental of business and this really is an oversight - as we all have to do this to customers, but them cannot log them on the invoice reports and see the details

It needs to be looked into

I also agree that there should be a pro-forma method, better than there is at present.

My way of doing this was to add a payment method called Pro-forma (business setting, payment types), then I can distinguish it from other methods

[Maxshow]

oh and I forgot to add, that I can't get my head around not calling the product Actinic Business plus (which is what it is)

[Maxshow]

So is there any more thoughts from anyone at Actinic or others onmaking a credit note using the program?

[Air-Tech]

+1 on Credit note
+1 on Pro-forma

[Maxshow]

Could the possibility of being able to enter negative figures solve this?

I can place a negative when doing a discount, so why not a quantity, as this would credit a credit in all aspects apart from the title at the top

A workable solution?