@sflaa1 "I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?" Click Receive Payment (Left Dashboard > "+ New > Receive Payment)Select Client/Customer in questionSelect both Open Invoice and Credit MemoThe Net should be zero.

Hours

Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST

Product support & help

Need help signing in?

sflaa1

Solved

I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?

2 replies
39 views

No text available

QuickBooks Online

vpcontrollerAnswer

Level 7

@sflaa1

"I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?"

Click Receive Payment (Left Dashboard > "+ New > Receive Payment)
Select Client/Customer in question
Select both Open Invoice and Credit Memo
The Net should be zero.

vpcontrollerAnswer

Level 7

@sflaa1

"I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?"

Click Receive Payment (Left Dashboard > "+ New > Receive Payment)
Select Client/Customer in question
Select both Open Invoice and Credit Memo
The Net should be zero.

sflaa1Author

Thank you VPController - you made that very easy. I think I should have figured it out - but you saved me that time and angst. Take care and stay well!

"I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?"

"I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?"

Sign up

Login with SSO

Let's get you signed in

Login with SSO