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We currently do not use any type of blank form to issue credit for customers.
The salesperson reprints the invoice, scribbles a brief explanation, and credit gets processed from that piece of paper.
I would like an example of a form that could be used to issue credit AND (hopefully
has a portion that can be used as a quality record also.
To add additional details - salesperson SHOULD fill out our "Opportunity for Improvement" form. When this doesn't happen, explanation is "oh I wrote a credit for that" -- I'd like them to tie together, somehow, but am not sure where to start.
I can provide more details - end of the day for me and I'm struggling to write coherently, I know. Thanks in advance for your help!
The salesperson reprints the invoice, scribbles a brief explanation, and credit gets processed from that piece of paper.
I would like an example of a form that could be used to issue credit AND (hopefully

To add additional details - salesperson SHOULD fill out our "Opportunity for Improvement" form. When this doesn't happen, explanation is "oh I wrote a credit for that" -- I'd like them to tie together, somehow, but am not sure where to start.
I can provide more details - end of the day for me and I'm struggling to write coherently, I know. Thanks in advance for your help!