I have a customer we buy from and then issue a credit memo to him to be used on his future invoice. Quickbooks only shows the credit memo on the payment screen. Is there a way to display credit memo(s) on the invoice?
Hello there, BoxesNearMe1.
Thanks for sharing your concern here in the Community. Allow me to provide additional information about applying credit memo to an invoice.
Rustler is correct. There isn't a way to display credit memo(s) on the invoice. You can apply the credit memo to the invoice through Receive Payment.
Here's how to create the payment and apply it to the invoice:
You can read this article for more information: Apply a credit memo, credit or refund to a customer.
Feel free to reach out to us if there’s anything else you need help with QuickBooks. I'll be around.
I have great news for you. You can open the transaction history of your invoice to view the credit memo applied to it. Let me guide you how.
Please see attached screenshot below.
I've added our page about income and expenses for help articles of your future tasks.
Let me know if there's anything else you need help with. I'm a post away.
This is really useless. I send the customer an invoice and it doesn't show the credit that has been applied so the customer pays the amount on the invoice which is too much since they have a credit. This is silly.
This is is an enormous QB fail that customers can’t get a line item on an invoice for a credit memo or even a separate emailed credit memo. This is an awful workaround. It creates another account to be managed.
This isn’t a new issue. I’m sure you googled for solutions and found the frustration everywhere. Intuit neither fixes this nor justifies their failure to act. It’s mysterious why they would adopt such a customer hostile attitude.
I just spend a full hour on QB Chat. Total waste of an hour. They had nothing to help me. HOW HAS THIS PROBLEM NOT BEEN SOLVED YET? This has to be a daily question that comes up. Come on, QB! How frustrating.