Customer Dropdown - Refunds
Problem reported by Andy Gambles 2 years ago
We have thousands of customers in Clearbooks.
Processing a refund is becoming a significant issue becuase we have customers who have the same name.
If we do "Money Out" of account then "Refund" we are just presented with a massive dropdown list of customers and being able to select the correct "John Smith" out of all the ones available is incredibly difficult.
It would be much simpler to be able to Go to an existing transaction and have a Refund button.
Also make the Customer dropdown a searchable field so we can search by email to find the correct customer.