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Join nowI am looking for a shortcut, if it exists, to apply some credit memos (that need to be created) to older invoices that were not closed out correctly.
Is there a process that will allow me to go into the customer's account and then bring up a Credit Memo (preferably using a shortcut), enter the CM info, and have it automatically applied to the outstanding invoices. I am trying to clear a lot of old invoices from years ago, where the funds were received but not applied to A/R.
Just hoping for a quicker solution.
Thanks
EJ
Solved! Go to Solution.
Thanks for the details, @GolfNut72.
Yes, there's a shortcut on how to apply the credit memo amounts to outstanding invoices.
If you haven't created any credit memos, we can turn on the automatically apply credits option in the Account and Settings page. This way, you're able to apply them to all newly created or future invoices. Here's how:
On the other hand, if you've already created your credit memos, we'll have to manually apply them to your invoices. However, we can batch apply its amount. I'll guide you on how:
Please refer to this resource for more info about credit memo in QuickBooks Online: Credit memo.
Also, you may want to pull up the Open Invoices report to see all the unpaid invoices and statement charges, with totals for each customer. Here's how:
Then, you can customize it to personalize its details and formats. Check out this article for the steps on how: Customize reports.
Get back here in the Community if you have more questions about managing your credit memos and invoices or anything else related to QuickBooks. I'll be here to help. Take care and stay safe always.
Thanks for the details, @GolfNut72.
Yes, there's a shortcut on how to apply the credit memo amounts to outstanding invoices.
If you haven't created any credit memos, we can turn on the automatically apply credits option in the Account and Settings page. This way, you're able to apply them to all newly created or future invoices. Here's how:
On the other hand, if you've already created your credit memos, we'll have to manually apply them to your invoices. However, we can batch apply its amount. I'll guide you on how:
Please refer to this resource for more info about credit memo in QuickBooks Online: Credit memo.
Also, you may want to pull up the Open Invoices report to see all the unpaid invoices and statement charges, with totals for each customer. Here's how:
Then, you can customize it to personalize its details and formats. Check out this article for the steps on how: Customize reports.
Get back here in the Community if you have more questions about managing your credit memos and invoices or anything else related to QuickBooks. I'll be here to help. Take care and stay safe always.
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