Credit Memos
Answered
How are you handling credit memos given to customers? (Perhaps related to customer sat on the current event, or to be used on a future event.)
Looking for a sales rep friendly way of recording in IO for future use.
(Gift cards don't flow through to QBD cleanly, so not an option. Commented on an IO You Tube video; no response. If you have a clean process that records a gift certificate in QBD, I'd love to hear about it.)
The same question
Are you referring to refunds? Refunds will not not show in QB from IO. You would have to manually record in QB.
Are you referring to refunds? Refunds will not not show in QB from IO. You would have to manually record in QB.
Question is about your IO process for refunds (making them usable for future events). I would think we could create an automation to notify when a credit is created and enter it manually in QB.
Question is about your IO process for refunds (making them usable for future events). I would think we could create an automation to notify when a credit is created and enter it manually in QB.
You could create a filter for an automation says something like payment amount is less than 0 or account lead balance is less than 0.
Then create an automation to create a task reminder with that filter.
You could create a filter for an automation says something like payment amount is less than 0 or account lead balance is less than 0.
Then create an automation to create a task reminder with that filter.
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