Collaborate with Viewpoint and your peers by providing us with your input
Neither Tech Support nor I could find a way to issue a credit card refund to a customer in a way that the refund would be included in that day's deposit id. Unless we're not seeing a more efficient way, we always enter and post our store invoices as Customer Invoices and then enter the credit card receipt using the same deposit id. Now logically, I would have thought just following the same procedure of entering a (negative amount) Customer Invoice and then a (negative amount ) credit card receipt would do the trick but, unfortunately, entering a negative amount Customer Invoice results in a Credit Memo which cannot be "paid" by a receipt. If the American Contractor approach to receipts was adhered to, it would be much easier to apply credit memos, receipts, and balances on account without making multiple entries mandatory.
The whole reason this is an issue is that when we reconcile our monthly credit card statement, there is a list of deposits that are made for each day's total, and if the refund is not included the day's batch total does not match.
Bob Arnett
| Company | Whitson Inc. |
| Job Title / Role | CFO |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.