Credit Memo not applying to open invoices

Susan607 · ‎November 08, 2021

I've a credit memo that is on customer payment window as an Existing Credit. I check the Apply Existing Credits? box and save and nothing happens. I go back to customer balance and the credit has not been applied. I open up customer payment window again and the credit still appears as an existing credit.

This credit is for a single job but is being applied to other jobs under the same customer. Can one not do that? Thank you.

JessT · ‎November 08, 2021

Hi Susan607,

You can actually apply credit memos from one job to another as long as both jobs are under the same customer. And based on your description, you did the right thing.

There could be some issues with the credit memo itself, so I suggest recreating and reapplying it to the invoice. If the same thing happens, please run the Verify and Rebuild data utilities to check the data integrity of your entire company file.

Let me know how the steps work for you. Take care and have a good one!

View solution in original post

JessT · ‎November 08, 2021

Hi Susan607,

You can actually apply credit memos from one job to another as long as both jobs are under the same customer. And based on your description, you did the right thing.

There could be some issues with the credit memo itself, so I suggest recreating and reapplying it to the invoice. If the same thing happens, please run the Verify and Rebuild data utilities to check the data integrity of your entire company file.

Let me know how the steps work for you. Take care and have a good one!

Susan607 · ‎November 08, 2021

Well, that was weird. I went to verify my date and QB said there was nothing wrong with my data. I decided to rebuild any way. The credit was applied to the one job under the customer and not to the oldest invoices but the accounts receivable on the account is now correct. So I will send the statement to the customer and see if they are all right with that. Thank you for your help, Jess, much appreciated. Best, -Susan

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Credit Memo not applying to open invoices