How do I un-apply a credit memo from an invoice?

d-r-mackenzie200 · ‎March 11, 2019

I applied a credit memo to an invoice when I should have refumded the credit memo instead. How do I un-apply the credit?

cjordan1 · ‎March 11, 2019

I am trying to unapply part of a credit memo (applied to several different invoices) and re-apply to the correct invoice. I followed the below instructions, per a previous question/answer, but the credit is not listed in the "Previously Applied Credits" window. Therefore, I cannot unapply this way. Any other suggestions? Since it was applied to several different invoices, it would not be timely to delete, recreate and apply the credit (overpayment). Please help! Thanks

Lexiesmemere · ‎March 11, 2019

Locate the appropriate credit memo.
Press Ctrl + H to display History.
Double-click the invoice.
Click Apply Credits.
On the Previously Applied Credits window, clear the selection for credit.
On the Apply Credits window, click Done.
On the invoice, click Save and Close.

AVB75 · ‎March 11, 2019

Yes that is better than deleting or voiding.

billing13 · ‎March 11, 2019

THE BEST solution. Thank you

Lexiesmemere · ‎March 11, 2019

You're welcome.

sales25 · ‎March 11, 2019

How do I find "Apply Credits" button or "Previously Applied Credits" window in Quickbooks for Macs 2014?

Lexiesmemere · ‎March 11, 2019

Sorry, never had my hands on a Mac. Hopefully someone who uses it can help.

Safari818 · ‎March 11, 2019

There's no Mac QB version in Canada, so it's unlikely there will be help in this Canadian community.

Kayann · ‎March 11, 2019

I didn't post this Question why do I keep getting notification on it?

Lexiesmemere · ‎March 11, 2019

You are listed as following it. If so, you should be able to "unfollow" (beside the original question).

Kayann · ‎March 11, 2019

I unfollowed

Safari818 · ‎March 11, 2019

Delete or void the credit memo, then re-enter it.

telrod · ‎March 11, 2019

But if the credit was already applied to the wrong invoice on a payment for multiple invoices, how do I show paying the original invoice in full and applying the credit to the correct invoice, both of which were paid on the same check? Thank you!

Rochelley · ‎March 15, 2019

This may be an inelegant solution, but I often go to one of the documents where I want to make the changes, i.e. invoice, bill, etc. I change the name to the next name in the dropdown list and save. A message comes up and says that previous payments or credits will be unapplied. Save anyways. Then immediately change the name back to the correct name. Any payments or credits that were previously applied to that document are not any longer, and you can apply things the way you want. Works for me :)

KellyRzy · ‎January 20, 2020

Rochelley , Not sure if you'll get this message, but if you do, THANK YOU! Your "inelegant solution" was brilliant! For years I've been trying to figure a way around this issue.

KatieG1234 · ‎March 03, 2020

THANK YOU!!! My previous applied credits weren't showing up either, I did what you suggested, and it worked perfectly!

AmericanRV · ‎March 03, 2022

You are awesome. The instructions by the advisors did not work, specifically at #5: "On the Previously Applied Credits window, clear the selection for credit." I could never find an "Applied Credits" window, so never found the "Previously Applied Credits" in order to "clear the selection for credit."

Your solution worked perfectly. In my opinion QuickBooks makes everything FAR more difficult than it needs to be, and your workaround was fast, easy, and it worked.

Handy_2022

Thanks a lot Rochelly, That's an amazing solution!!!

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How do I un-apply a credit memo from an invoice?