Want to cancel out an existing invoice for a client? Or perhaps you want to just create a credit invoice, ad-hock, for one of your customers? This is easily done with OpenCRM.
With a simple change of status to ‘credit invoice’ from within the invoice module, you can do just that. Check out the Tuesday Tip video above for more information about exactly how to do this within your system.
As with most of your OpenCRM system, this is functionality that can be assigned on a per-user basis, so let’s say you have senior members of your finance team who should be the only ones able to perform this action within your CRM system, that can be easily achieved with our users and roles customization and permissions settings.
This is also another feature that is available ‘right out of the box’, so no extra charge is needed to make this helpful tool available to whoever needs it within your business.
Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.
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