You need 'Edit" access under invoice to perform this action

Right. That's what you'll need.

Hi, Mike.

I'm here to provide steps to resolve the error you encountered and be able to apply credit to an invoice.

In resolving this, you'll have to adjust the permission preferences in your QBDT.

If you're using QBDT Premiere you can follow these steps:

1. Go to the Company menu
2. Scroll-down to Set Up Users and Password, then select Set Up Users.
3. Edit the appropriate user, then click Next.
4. Choose All areas of QuickBooks or Selected Areas of QuickBooks.
5. If you choose Selected Areas of QuickBooks, make sure to set the permissions in the Sales and Accounts Receivable and Purchases and Accounts Payable to Full Access.
6. Follow the on-screen instructions to complete the process.

 If you're using QuickBooks Desktop Enterprise (QBDT Enterprise), you can follow these steps to ensure that you have full access:

1. Log in as an admin user in QuickBooks Desktop Enterprise.
2. Go to the Company menu at the top of the screen.
3. Scroll down and click on User from the menu.
4. In the User window, find the role that you created and click on it.
5. Click on the Edit button next to the role.
6. In the Edit Role window, make sure that the Full Access level is selected. To determine which area of activities should be granted full access, refer to the screenshot.

1. Click Ok.

For future help, you can customize the data, add or delete columns, add or remove information on the header/footer, and even personalize the font and style of the report.

If you have further questions about applying credit to an invoice, you can comment below, and we'll respond to you as soon as possible.

This does not make any sense. I have Accounts Payable Clerk with full access to AP and Accounts Receivable Clerk with full access to AR. AP has never had access to AR and vice versa. Why would Quick Books confuse the two different departments? There are credits in AP and Credits in AR. Totally different areas in accounting. AP has Bills and AR has Invoices. When paying bills and issuing a check to a vendor that issued a bill credit for item returned, you must be able to apply that bill credit to that check. It is not an invoice credit. Your solution to give permission to edit Invoices gives the AP clerk access to AR. Again, paying bills (expenses) and collecting for issued invoices (Receivables) are different areas in accounting. In permissions it should be under edit bill credit. Quick Books needs to get this corrected back to the way it has been in the past.

You're correct. That doesn't make sense.

If the AP user is getting a message about "Invoices" when working with AP transactions, it probably means there's an error/typo in the message, and invoices means bills.

Thanks for joining the Community and getting involved with this thread, Anna2024. I appreciate your detailed information.

I can certainly understand how an option for credit memos under Vendors & Payables, instead of under Customers & Receivables, could be useful and have submitted a suggestion about it as of today.

You can submit your own feature requests while using QuickBooks.

Here's how:

1. In the top menu bar, go to Help, Send Feedback Online, then Product Suggestion....
   
   
    
2. Choose a Type of Feedback and Product Area (optional) from your available drop-down menus.
   
   
    
3. Enter any suggestions/feedback in the Here is my suggestion: field.
   
   
    
4. If you'd like, include your name/email in the My name is: (optional) and My e-mail address is: (optional) fields.
   
   
    
5. Select Send Feedback.
   
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

If there's any questions, I'm just a post away. Have an awesome Friday!

@ZackE  RE: I can certainly understand how an option for credit memos under Vendors & Payables, instead of under Customers & Receivables, could be useful and have submitted a suggestion about it as of today.

Yea, it's so useful that it's has been a feature in QuickBooks Desktop since the beginning of time, one called Bill Credits.

Yes, Bill Credit has been a feature since beginning of Quick Books, but recently the feature to apply a Bill Credit to issue a check, receives an error message, requiring the user to have permission access to Customer Invoicing (Receivables). If the user only has access permission to Vendors & Payables, they can't perform this task any longer.

That sounds like a bug to me.

What version-year of QuickBooks are you using? Enterprise or non-Enterprise?

We are using Enterprise 2023 - This change occurred after an update earlier this year  

Enterprise 23, and yes, it started couple of months ago after an update.

Have been in contact with Quick Books Support for several weeks now, and as of today, they still do not have a resolution to this issue, short of giving AP user access to AR. Once I give permission to edit (modify) Invoices under customer section (AR) of Quick Books, the user can issue a bill payment with a bill credit. This is so wrong...... They need to correct this issue.

Yes, I see it too. Super-lame bug. Probably caused by some sloppy engineer in India who doesn't know the difference between a bill credit and a AR credit memo in the code. And then by someone who didn't check his changes or test them. Classic.

It was fine the way it was. I didn't want my AP clerk to be able to modify a bill after they created the bill but I did want them to be able to create a vendor credit memo and apply that credit memo to an open invoice.

Similarly, with AR.  Because this "update by the brains at QBs" affects both AP & AR in applying credits (prepayments in AR).  By giving an AR clerk the ability modify an invoice actually fixes the ability to apply credits in both AR & AP.

It worked fine forever - why make any change at all?