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RMM1
Mar 12, 2019 1:13 AM UTC
Question

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?

19 replies

NOT MY USER ID
NOT MY USER ID
Level 5
Mar 12, 2019 1:13 AM UTC
  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.

    Kayann
    Mar 12, 2019 1:14 AM UTC
    I unfollowed
    cjordan1
    Mar 12, 2019 1:13 AM UTC
    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
    lindak1119
    Level 7
    Mar 12, 2019 1:14 AM UTC
    Delete or void the credit memo, then re-enter it.
    telrod
    Mar 12, 2019 1:14 AM UTC
    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
    Level 2
    Mar 15, 2019 5:34 PM UTC

    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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