I have been asking Blackbaud about it too. If you get a credit memo and you are waiting for the next invoice to apply it to (which could take several weeks), you need to be able to scan and save a copy of it with the credit memo recording. It does not make sense that the only option is to save it in the vendor's profile.
I have been asking Blackbaud about it too. If you get a credit memo and you are waiting for the next invoice to apply it to (which could take several weeks), you need to be able to scan and save a copy of it with the credit memo recording. It does not make sense that the only option is to save it in the vendor's profile.
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I totally agree!!
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Please enable attachments for credit memos. Attaching them to the invoice record is a work around but is time consuming.
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Please enable attachments for credit memos, just like for invoices
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