I know there are heaps of sophisticated suggestions for AccountRight, but this suggestion gets back to the basics of entering Credit Notes
1. Creating Credit Notes
CNs would be more efficient if there was a “Credit Note” button on the command centre (this make sense for users)
AND/OR
A CREDIT NOTE option to choose from in the existing list of QUOTE/ORDER/INVOICE etc (top left of screen).
Then when the CREDIT NOTE is selected, the background colour should be different to that of a normal invoice i.e.. shaded pink so it is obvious it is a credit note.
2. Applying Credit Notes
When you have entered a Credit Note, you should be prompted to apply the credit note from that data entry screen. This step is easily/often missed at it is not obvious to the user.
AND/OR
An "Apply Credit Note" button either from the credit note itself or from the command centre (it is not intuitive to have to go and find the Credit Note again before you can apply it)
Thanks for reading and tell me if you think this would be useful.
"More User-friendly Credit Notes"
