Description for credit balance
A
Administrator (Sonya Stalker)
I would like to be able to add a description of why a credit is being added to the balance. Example if a client pays a payment plan/ recurring payment there is no way for it to automatically be added as a credit or paid towards an invoice. We may not be able to add the credit the same day the invoice is paid but there is no where to add a note to indicate what invoice the credit came from.