Credit Memo Not Appearing When Printing an Invoice

PCAG · ‎August 26, 2020

Hi,

I created a credit memo for a customer because they accidentally sent payment twice for the same invoice. The cheques were sent 1 month apart, so both cheques were deposited before I realized they had paid twice for the same invoice. The credit memo amount matches the amount of the extra payment received. The credit memo was then applied to the next invoice I created for them. When viewing that invoice, I can see that the credit memo was applied to it. The Balance Due line on the invoice reflects the invoice total, less the payment applied. All good. However, when that invoice is printed, the invoice total does not show the credit memo being applied. In other words, if the credit memo was for $150, and the invoice that the credit is applied to was $200, The Balance Due when viewing the invoice is $50, but the Balance Due when printing the invoice is $200, as if the credit wasn't applied to it. Am I doing something wrong?

Thanks - Bruce

AddieC · ‎August 26, 2020

Hi PCAG,

Running your business with QuickBooks Desktop is an awesome way to save time and effort with your bookkeeping. Sending or printing invoices to give to your customers is one of the most important details, and it's essential that the customer is able to see all the details involved in their transaction. I'll help explain how an applied credit will appear on a printed invoice.

When you apply a credit towards an invoice, this will still appear when you print the invoice to give to your customer. You'll see this at the bottom right-hand side of the invoice, right above Balance Due. It'll show as a column titled Payments/Credits.

If you're not seeing this on your end, there may be another issue causing this, and it's important that are team takes a closer look at what may be happening. Please touch base with our tech support team for further support.

Cheers.

View solution in original post

AddieC · ‎August 26, 2020

Hi PCAG,

Running your business with QuickBooks Desktop is an awesome way to save time and effort with your bookkeeping. Sending or printing invoices to give to your customers is one of the most important details, and it's essential that the customer is able to see all the details involved in their transaction. I'll help explain how an applied credit will appear on a printed invoice.

When you apply a credit towards an invoice, this will still appear when you print the invoice to give to your customer. You'll see this at the bottom right-hand side of the invoice, right above Balance Due. It'll show as a column titled Payments/Credits.

If you're not seeing this on your end, there may be another issue causing this, and it's important that are team takes a closer look at what may be happening. Please touch base with our tech support team for further support.

Cheers.

PCAG · ‎August 28, 2020

Thanks for the reply.

I figured out what was wrong. The invoice template I was using didn't have boxes for Credit and Balance Due. It just had one for Total at the bottom. I modified the template to show the Credits and Balance Due, and now those amounts that I was expecting to see show up when the invoice is printed.

BHS98506 · ‎October 15, 2022

Can you tell me how you did this so that QB actually does the math? I ran into the same problem, and figured out a way to edit the template to add the credit to the invoice in print view, however it still doesn't do the math. To use your example of a $200 invoice with a $150 credit, mine would show $200 as the sub total, with a $150 credit, but the total at the bottom is still $200, not $50 like it should. It's like QB doesn't do the math on the printed version, only on my screen view.

PCAG · ‎October 15, 2022

Hi, In the Layout Designer, I had to add the Balance Due data field to the template I used for printing the invoice. It's the Balance Due that will show the Total less the Credit. See the attached screen shot.

Hope that helps!

Jen_D · ‎October 15, 2022

Thanks for your workaround, @PCAG.

I truly appreciate you sharing the solution that worked for you. I'm glad we're able to help you with your concern today. I enjoyed helping you out too! This will surely benefit the users in this thread and other clients experiencing the same problem.

Please stay in touch with the community and thanks for your time today. All the best!

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Credit Memo Not Appearing When Printing an Invoice