Question

adding a credit memo to a quote

  • 7 October 2022
  • 5 replies
  • 66 views

Userlevel 4
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Is there any way to reference a credit memo in a quote? 

 

We are offering a “credit” for a trade in stock item and want to be able to show that credit on the quote. 

Any ideas?

 

Thanks in advance!


5 replies

Userlevel 3
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Hi Stacy,

We have done this in the past by using a separate non-stock line item for the credit with a negative unit price. This will deduct the credit item amount from the quote total.

Userlevel 4
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Hi @meagan59 !

The problem with that is it throws off our Misc. total that we are showing on the quote :(

We dont want it to show that way on the form to the customer :/

 

Userlevel 3
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Could you add the discount as an actual discount code on the same line as the item? This would deduct the discount amount from the Line Total above.

Userlevel 7
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Hi @stacy16 - were you able to find a solution? Thank you!

Userlevel 4
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Hi @Chris Hackett 

Not really.. I just ended up removing some of the totals that the customer sees from the form.. i still do not have a good solution yet :/

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