Change Credit Note to Vendor Bill / Customer Invoice
Give the credit limit information and allowed due date to each partner / Allow salesman to avoid making transaction with bad partners
Change Credit Note to Vendor Bill / Customer Invoice
Give the credit limit information and allowed due date to each partner / Allow salesman to avoid making transaction with bad partners
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
After creating a Vendor Bill or a Customer Invoice, we can switch them into Refund/Credit Note.
CLUEDOO'S FUNCTIONS
Cluedoo adds more actions. Users can now switch from Refund/Credit note to Bill/Invoice, and vice versa.
MODULE+
CLUEDOO RECOMMENDATION
HOW TO USE THIS MODULE
1. In an Invoice, we can find the actions "Switch into refund/credit note" and "Switch refund/credit note to Invoice/Vendor Bill".
We can switch the Invoice into credit note only if it's in draft. So, if it's a confirmed invoice, first we have to reset to draft. After switching, the Customer Invoice will become a credit note.
Note: The Journal Items tab will also change.
2. In a Vendor Bill, we can find the Action "Switch into refund/credit note" and "Switch refund/credit note to Invoice/Vendor Bill".
We can switch the Vendor Bill into a credit note only if it's in draft. So, if it's a confirmed bill, first we have to reset to draft. After switching, the Vendor Bill will become a credit note.
Note: The Journal Items tab will also change.
