cancel
Showing results for 
Search instead for 
Did you mean: 
RobyneC
Level 1

Credit Note Error in Quickbooks Online

Hi there,

When trying to apply a credit note to a particular invoice I receive an error  message "Faled to add to credit note".  Please can you assist with this?

Many thanks

 

Solved
Best answer February 23, 2022

Best Answers
LeizylM
QuickBooks Team

Credit Note Error in Quickbooks Online

Thanks for getting back to us, RobyneC.

 

Allow me to share additional information about applying a credit memo to an invoice in QuickBooks Online.

 

You'll want to check if the invoice isn't linked to a project. This might be the reason why you're unable to apply the credit note. Also, check the Credit note if it's having the same customer as the same with the invoice.

 

If the issue still persist,  I suggest reaching out to our Customer Support team. They'll be able to pinpoint the problem and assist you in resolving it.

 

Here's how to reach them:

 

  1. Click the Help menu in the upper-right hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Look for I still need a human and click on it.
  4. Click Get help from a human or Contact Support Team.
  5. Select between Send a messageSchedule an appointment, or Get a callback.

 

You can check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

 

You can check this article for more insights about credit memos:

 

 

I'm always around here if you still need more help with your credit memos. Take care. 

View solution in original post

7 Comments 7
RCV
QuickBooks Team
QuickBooks Team

Credit Note Error in Quickbooks Online

I can help you in resolving the error you're having with applying a credit memo to an invoice, RobyneC. 

 

It's possible that piled-up cache in your regular browser caused this unusual behavior when trying to apply the credit memo. We can clear your current browser’s cache to resolve this. But first, try using a private browser or an incognito window. If you no longer have the error, then you can clear the cache in the one that you're currently using if it works. Here’s how:

  • For Chrome, press Ctrl + Shift + N.
  • For Microsoft Edge or Firefox, press Ctrl + Shift + P.
  • For Safari, hold down Command + Shift + N.

 

Then, try creating a credit memo again. Here's how:

  1. Click the + New Plus icon. 
  2. Select Credit memo.
  3. In the Customer dropdown, choose the customer's name.
  4. Enter the credit memo details, such as the date and the amount. You can create a custom credit service item so you can quickly add it to credit memos as a single line item.
  5. Press Save and close.

 

Once done, follow Step 3 to apply the credit memo to an invoice in this article: Create and apply credit memos or delayed credits in QuickBooks Online. If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The overtime collection of data can create corruption, however, removing this should fix the issue. You can also use supported, up-to-date browsers to roll out the possibility of a browser-related issue.

 

For more tips and other resources, you may visit our page in managing your business in QuickBooks: QuickBooks Online Self-help articles.

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

RobyneC
Level 1

Credit Note Error in Quickbooks Online

Thanks for this option but it didnt work.  I am using Microsoft Edge and went into the options and cleared the cache as Ctrl+Shift+P brought up a Print option.  Please provide me with another option to overcome this error message when applying a credit

Thanks Robyne

LeizylM
QuickBooks Team

Credit Note Error in Quickbooks Online

Thanks for getting back to us, RobyneC.

 

Allow me to share additional information about applying a credit memo to an invoice in QuickBooks Online.

 

You'll want to check if the invoice isn't linked to a project. This might be the reason why you're unable to apply the credit note. Also, check the Credit note if it's having the same customer as the same with the invoice.

 

If the issue still persist,  I suggest reaching out to our Customer Support team. They'll be able to pinpoint the problem and assist you in resolving it.

 

Here's how to reach them:

 

  1. Click the Help menu in the upper-right hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Look for I still need a human and click on it.
  4. Click Get help from a human or Contact Support Team.
  5. Select between Send a messageSchedule an appointment, or Get a callback.

 

You can check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

 

You can check this article for more insights about credit memos:

 

 

I'm always around here if you still need more help with your credit memos. Take care. 

RobyneC
Level 1

Credit Note Error in Quickbooks Online

Sorry - I clicked Accepted as Solution in error.  I still have not managed to solve the problem.  None of the credit notes that I want to post are linked to aproject.

RenjolynC
QuickBooks Team

Credit Note Error in Quickbooks Online

Thanks for keeping us posted, RobyneC.

 

If you have tried the troubleshooting steps shared by my colleague RCV here, then let me point you to the right direction. You can reach out to our Customer Support Team by following the steps below. 

 

Please take note that our support hours for QuickBooks Online Plus, Essentials, and Simple Start starts M-F 6 AM to 6 PM PT and Saturday 6 AM to 3 PM PT. For the Advanced version, we're available any time, any day.

 

Here are the steps:

 

  1. Click the Help icon located in the upper right-hand corner.
  2. In the Search window, click the Contact Us button located at the bottom.
  3. Enter your question and click Let's talk.
  4. Choose either Chat with us or Have us call you.

If you have the new QuickBooks Assistant help update, you can follow these steps:

  1. In your QuickBooks Online account, go to the Help > Assistant.
  2. Type Talk to a human and enter what do you need help with.
  3. Click No if none of the articles shared are helpful and select Chat with us or Have us call you.

You can also get our direct phone number in this link: QuickBooks Online Support.

 

In addition, I'll share this article to learn more about applying credits: Create and apply credit memos or delayed credits in QuickBooks Online.

 

For any additional questions or other concerns in your account, please let me know in your reply. I'll be right here to help you out again. Have a good day ahead.

shakui
Level 2

Credit Note Error in Quickbooks Online

Hi! I just spent over 4 hours trying to solve the same problem and eventually got online help from the QuickBooks agent via remote. It is a problem with QuickBooks, but there is a way around it.

 

Create a credit memo.

  • Find the open invoice you want to save it to on the list of invoices.

  • Choose receive payment on the invoice.

  • You will see it automatically chooses the oldest open invoice, so deselect all and make sure only the invoice you want credited is selected.

  • Go to the bottom and select the credit memo you want applied if there is more than one. You will have to choose how much of it you want applied to that invoice and fill that in the credit note payment area.

  • You will also need to put that amount in the payment box of the invoice.

  • Go the top and make sure that the 'amount received' says 0.00 - very important!

  • At the bottom it should say Amount to Apply  which should be the same amount

  • Save

  • Go back to invoices column and confirm it that it now shows a credit and if you open it, it should say '1 payment made'

 

Hope this helps!

RobyneC
Level 1

Credit Note Error in Quickbooks Online

Thank you very much for your response and the effort you have made to help.  Really appreciate it.  I will give it a go and hopefully it solves the issue.  

Did Quickbooks indicate that thy were addressing the problem?

Regards

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up