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Community Explorer **

Can't Zero out Credit Memo / How to un-apply the Credit Memo

I have open Credit Memo and Invoice with the same amount. 

When I print the Open Invoices report, both the credit memo and Invoice show on the report with 0 balance.  How can I net them out so they won't show on the report.  If I go to Receive Payment, these two transaction do not appear. 

I can see both transaction on  customer transaction history, but if I select the Credit Memo, then select "use credit to apply to invoice", I will get message saying the CM has no remaining balance.  I don't know how to un-applied  the CM.

2 Comments
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BRC
Established Community Backer ***

Re: Can't Zero out Credit Memo / How to un-apply the Credit Memo

RE: When I print the Open Invoices report, both the credit memo and Invoice show on the report with 0 balance.

 

You'll want to apply the credit memo (not un-apply it) to the invoice.

 

Do this using the Receive Payments process where you can apply credit to open invoices.

 

Community Explorer **

Re: Can't Zero out Credit Memo / How to un-apply the Credit Memo

When I use the Received Payment, I can't see both transactions, they are not appearing  on the screen.