Credit Note Functionality

Description:

• The feature involves integrating a credit note functionality into the system. A credit note is a financial document issued by a seller to a buyer, indicating a return of funds. It's commonly used following order cancellations, invoice errors, or when goods are lost or damaged. The integration of this feature would allow businesses to manage refunds and adjustments directly within the system, streamlining financial operations.

User's Requirement:

• Users require the ability to issue credit notes directly from the system, reflecting adjustments or refunds without the need to alter or delete original invoices. This feature should allow for a clear and accurate paper trail, maintaining the integrity of financial records.

Suggested Feature Implementation:

• Develop a feature that enables the creation and issuance of credit notes within the system.

• Ensure each credit note correlates with an invoice and shows a negative balance against it.

• Include necessary details in the credit note such as the date of issue, credit note number, customer/order reference number, payment terms, contact details, and the reason for issuance.

• Maintain a clear distinction between credit notes and invoices for clarity and record-keeping.