How can I have Credit Memo to show in Invoice's Related Records subtab? CM records show what they were created from but I want to be able to see all CM that belong to a particular invoice. Any help?
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KevinJ of Kansas
11/09/2020, 11:29 PM
It should when it's applied to the invoice.
KevinJ of Kansas
11/09/2020, 11:29 PM
if the invoice was paid - then it will sit unapplied until you apply it to a different invoice or refund it.
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Abdul Ali
11/10/2020, 2:22 PM
That's a bit strange. I can understand when the credit memo was created without an invoice. But it would be great to see it whether it's open or applied as long as it was raised from the same invoice.
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KevinJ of Kansas
11/10/2020, 5:12 PM
You could create a custom sublist for accomplishing that.
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Abdul Ali
11/10/2020, 7:38 PM
Yes indeed. I tried it and it worked perfectly. Thanks Kevin!