Customer Credit Balance
Am I the only one having issues with credit balances? Every time one of our customers ends up with a credit on their file it becomes an issue. The credit doesn't automatically apply to their next in...
Forum Discussion
It's not a perfect solution but whenever I want to give a client a credit, I'll either update their job or their invoice with a "credit" line item and then I'll do a negative dollar amount for how much their credit is. That's helped me get around some of the wonkiness on the platform