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KristinaP
Level 2

How do I apply one single credit memo to two different invoices?

Hi all!

 

I am using QB Desktop and I am in AR trying to apply one single credit memo that would be split to two different invoices.

 

How would I be able to do this?

 

Thank you in advance~!

Solved
Best answer September 11, 2020

Best Answers
JenoP
QuickBooks Team

How do I apply one single credit memo to two different invoices?

Good day, KristinaP.

 

I'll help you split the credit memo between two invoices. Here's how:

 

  1. Open the first invoice and click Receive Payment.
  2. Click Discounts and Credits in the upper-part of the Customer Payment window.
  3. Proceed to the Credits tab.
  4. Check the credit memo that you created, then enter the amount in the Amount To Use column.
  5. Click Done

Once done, proceed to the other invoice and follow the same steps to apply the credit memo. 

 

You'll also want to run the Customer Balance Summary or Transaction List by Customer report afterwards. The first report will give you a quick view how much is the current customer's balance, while the second one shows all the transaction made for this client.

 

Just go to the Reports menu, scroll-down to Customers and Receivable, and then select or click the report. 

 

The Community is always here if you need more help with your customer transactions. 

View solution in original post

2 Comments 2
JenoP
QuickBooks Team

How do I apply one single credit memo to two different invoices?

Good day, KristinaP.

 

I'll help you split the credit memo between two invoices. Here's how:

 

  1. Open the first invoice and click Receive Payment.
  2. Click Discounts and Credits in the upper-part of the Customer Payment window.
  3. Proceed to the Credits tab.
  4. Check the credit memo that you created, then enter the amount in the Amount To Use column.
  5. Click Done

Once done, proceed to the other invoice and follow the same steps to apply the credit memo. 

 

You'll also want to run the Customer Balance Summary or Transaction List by Customer report afterwards. The first report will give you a quick view how much is the current customer's balance, while the second one shows all the transaction made for this client.

 

Just go to the Reports menu, scroll-down to Customers and Receivable, and then select or click the report. 

 

The Community is always here if you need more help with your customer transactions. 

View solution in original post

vpcontroller
Level 11

How do I apply one single credit memo to two different invoices?


@KristinaP wrote:

Hi all!

 

I am using QB Desktop and I am in AR trying to apply one single credit memo that would be split to two different invoices.

 

How would I be able to do this?

 

Thank you in advance~!


@KristinaP 

 

Open the Customer Payment screen (Customers menu > Receive Payment).

Select the Customer you want.

1) Select the 1st invoice. Choose the Apply Credits link at the bottom. Enter the Amount to use for credit.  Click done. That will leave the balance of credit to apply for the 2nd invoice.

2) Select the 2nd invoice and follow step 1 again.

 

Unfortunately, you can't manually allocate credit on more than one invoice at a time. But following the above steps, the good news is, it should match the amount of the check.

 

I hope this helps!

 

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