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d-r-mackenzie200
Level 1
posted
‎March 11, 2019 09:13 PM
last updated ‎March 11, 2019 6:13 PM

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

I applied a credit memo to an invoice  when I should have refumded the credit memo instead.  How do I un-apply the credit?
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16 Comments
cjordan1
Level 1
‎March 11, 2019 09:13 PM

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

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
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Lexiesmemere
Level 7
‎March 11, 2019 09:13 PM

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

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

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AVB75
Level 1
‎March 11, 2019 09:13 PM

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

Yes that is better than deleting or voiding.
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billing13
Level 1
‎March 11, 2019 09:13 PM

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

THE BEST solution. Thank you
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Lexiesmemere
Level 7
‎March 11, 2019 09:13 PM

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

You're welcome.
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sales25
Level 1
‎March 11, 2019 09:13 PM

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

How do I find "Apply Credits" button or "Previously Applied Credits" window in Quickbooks for Macs 2014?
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Lexiesmemere
Level 7
‎March 11, 2019 09:13 PM

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

Sorry, never had my hands on a Mac.  Hopefully someone who uses it can help.
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Safari818
Level 3
‎March 11, 2019 09:14 PM

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

There's no Mac QB version in Canada, so it's unlikely there will be help in this Canadian community.
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Kayann
Level 1
‎March 11, 2019 09:14 PM

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

I didn't post this Question why do I keep getting notification on it?
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Lexiesmemere
Level 7
‎March 11, 2019 09:14 PM

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

You are listed as following it.  If so, you should be able to "unfollow" (beside the original question).
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Kayann
Level 1
‎March 11, 2019 09:14 PM

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

I unfollowed
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Safari818
Level 3
‎March 11, 2019 09:14 PM

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

Delete or void the credit memo, then re-enter it.
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telrod
Level 2
‎March 11, 2019 09:14 PM

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

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!
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Rochelley
Level 7
‎March 15, 2019 01:34 PM

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

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 :)

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KellyRzy
Level 1
‎January 20, 2020 04:06 PM

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

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. 

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KatieG1234
Level 1
‎March 03, 2020 08:56 AM

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

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

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