Since ST has been updated with the payments module, it does not allow you to add a negative payment. I am looking to find out the easiest way to zero out a credit balance invoice. In the past I would create the credit invoice in ST, export to QB, iss...
It would be very helpful to have a pop up or something that asks the dispatcher (or CSR) if they want to apply credits on the account to any open balance when they book a job. We also need to prompt techs in the field there was a payment made against...
When we refund a customer, the invoice and the refund shows up on the AR report forever and ever. How can we remove it from there?
