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BoxesNearMe1
Level 2

Is there a way to show credit memo(s) on an invoice so my customer can see the credit memo(s) have been applied to an invoice?

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?

10 Comments
Rustler
Level 15

Is there a way to show credit memo(s) on an invoice so my customer can see the credit memo(s) have been applied to an invoice?

No there is not, for the customer to see that you need to create a customer statement

Charies_M
Moderator

Is there a way to show credit memo(s) on an invoice so my customer can see the credit memo(s) have been applied to an 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:

  1. Click Sales in the left navigation bar.
  2. Click the Customers tab.
  3. Locate and click the customer's name.
  4. Locate the invoice you want to apply the credit to and click Receive payment.
  5. In the Receive Payment window, enter the necessary information.
  6. In the Outstanding Transactions section, make sure that the correct invoice is selected.
  7. In the Credits section, make sure the correct credit memo is selected.
  8. Click Save and close.

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.

Waverly Chamber of Commerce
Level 1

Is there a way to show credit memo(s) on an invoice so my customer can see the credit memo(s) have been applied to an invoice?

There really is no way in QuickBooks Premier Edition 2019 to show the credit memo history part and being applied to an invoice ON the actual invoice???

ShiellaGraceA
QuickBooks Team

Is there a way to show credit memo(s) on an invoice so my customer can see the credit memo(s) have been applied to an invoice?

Hi Sherry7,

 

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.

  1. Click Customers, then Customer Center.
  2. Click the customer name, the click the invoice in the Transactions tab.
  3. Click the Reports tab at the top of your invoice.
  4. Click Transactions History.
  5. You'll see the credit details under Payments, deposits of payment line items, credits, and discounts section.

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.

 

Vincer
Level 1

Is there a way to show credit memo(s) on an invoice so my customer can see the credit memo(s) have been applied to an invoice?

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. 

Vincer
Level 1

Is there a way to show credit memo(s) on an invoice so my customer can see the credit memo(s) have been applied to an invoice?

Actually, you can use Layout Designer to add Data Fields like Payments/Credits and a Balance Due. See example image: Total-Credits-Balance Due.png

Rustler
Level 15

Is there a way to show credit memo(s) on an invoice so my customer can see the credit memo(s) have been applied to an invoice?


@Vincer wrote:

Actually, you can use Layout Designer to add Data Fields like Payments/Credits and a Balance Due. See example image: Total-Credits-Balance Due.png


That works well in desktop, but the OP as asking about QBO

MichaelOD
Level 2

Is there a way to show credit memo(s) on an invoice so my customer can see the credit memo(s) have been applied to an invoice?

Use discount.

 

https://quickbooks.intuit.com/learn-support/en-us/service-items/add-a-discount-to-an-invoice-or-sale...

 

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.

kjones86
Level 1

Is there a way to show credit memo(s) on an invoice so my customer can see the credit memo(s) have been applied to an invoice?

I have a client with the same issue.  Does anyone know if there has been any progress on this?

 

LJM in CO
Level 1

Is there a way to show credit memo(s) on an invoice so my customer can see the credit memo(s) have been applied to an invoice?

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.

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