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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Crediting Customers Using Expense Tab
I need to be able to issue a Credit Memo to customers that is not linked to the line items. For example a simple account-based credit for the value required (to either reflect a price discrepancy, tax application issue, basic rebate for something else).
So I want to provide my Customer a credit on their account for $50. I only see Items available and not the Expenses tab... I do not want to walk through the tedious Crediting process when the inventory items are not changing in value or qty.
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