It would be really helpful if ServiceTitan had an option to start a return or credit directly within a current receipt by referencing the vendor document number. Additionally, having the ability to initiate a return/credit by searching for a vendor document in a lookup field would streamline the process significantly.
Currently, managing returns and credits requires extra steps that could be simplified with this functionality. This would improve efficiency, reduce errors, and ensure better tracking of vendor transactions.
Would love to hear if others would find this beneficial!
