Support Credit Notes
It would be great to add a credit to a paid PO without having to mark is as unpaid first, adding the credit item, and then marking it as paid again.
It should also allow for credit notes to sync with the QuickBooks integration, so that you will be able to apply it to your respective POs and/or bills.
Comments: 7
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11 May, '20
Lisa MergedHave the ability to create a credit for goods being returned. For instance if product was ordered in error, so has been received in and PO complete but then at a later date want the goods sent back. Currently this needs to be done through the accounting system so can't match statements
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27 Jan, '21
Ricardo Gavilan MergedAgree tracking returns and any related cost of the return like shipping should be documented on the PO
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19 Apr, '24
elandre.niemand@procurementexpress.com Admin MergedThe way to indicate a discount in ProcurementExpress.com is to add a negative value to the PO and invoice. Although the PO sync's to QBO an invoice with a negative line item won't sync due to a restriction with creating the Bill in QBO. The user has to manually edit the bill in QBO to show a discount. This should be automated
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30 Apr, '24
PEX user MergedThis is something that shouldn't require a vote. Whoever is running development is out of touch or doesnt care about the users.
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03 Oct, '24
Bradley Slater on behalf of Brandon Layne MergedThis should also support syncing with Credit Notes from QuickBooks Online.
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03 Oct, '24
Bradley Slater Admin"Credit Notes" (suggested by <Hidden> on 2020-05-11), including upvotes (10) and comments (1), was merged into this suggestion.
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03 Oct, '24
Bradley Slater Admin"Handling discounts and credits through the QBO integration" (suggested by <Hidden> on 2024-04-19), including upvotes (3) and comments (1), was merged into this suggestion.