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Level 1

Need to apply credit memo to multiple bills. how?

I am trying to apply a single credit memo to over 100 bills.  I can't see a way to apply the credit memo to all of the bills at once.  Right now I have to click a single bill and choose "set credits" to apply a credit for that amount.  Then click the next bill and choose "set credits" again.... over and over.  Why can't I choose all the bills I want to pay and then apply a credit memo to the group total instead of the individual invoice?  Quickbooks Desktop 2016

7 Comments
QuickBooks Team

Re: Need to apply credit memo to multiple bills. how?

Hello there, @craftedgallery.

 

Thank you for visiting us today and providing details about your concern. I can help you apply a single credit memo to multiple bills.

 

Here the steps you need to follow:

  1. Click Vendors.
  2. Choose Pay Bills.
  3. Select the bills by putting check marks on the box.
  4. Click Set Credits.
  5. Click Done.

That should apply the credit memo and close the bills. For more insights, please refer to this article: Pay bills in QuickBooks Desktop.

 

Keep me posted if you have other questions about credit memos. I'd be happy to provide further assistance. Have a good one.

Level 15

Re: Need to apply credit memo to multiple bills. how?

You are Right; it is One Bill at a time. There used to be a box to  checkmark for "All." The function you need for this: "I can't see a way to apply the credit memo to all of the bills at once." is found in the Accountant Edition = Fix Unapplied Payments and Credits. It allows you to pick that vendor or customer name, and select All Available Credits and All Open Charges, or selectively, and Cross-Post them to each other. It's part of the Client Data Review tools.

 

Pro/Premier also have this, if you make a username as the External Accountant, and log in using that info from a user that Owns the license to the accountant program or is a Pro Advisor.

Level 1

Re: Need to apply credit memo to multiple bills. how?

I need to pay 5 bills, using 3 credits.  All the credit amounts are larger than each individual bill. HOWEVER, the total amount due from all 5 bills is greater than the 3 credits I have to use.  How can I use all 3 credits to pay all 5 bills?

Moderator

Re: Need to apply credit memo to multiple bills. how?

Thank you for joining in this thread, @JilliiJ!

 

You have the option to apply all your open credits to your unpaid bills. Allow me to help you accomplish this.

 

@qbteachmt is correct. In addition, you'll have to manually apply all your three open credits to your unpaid bills until you'll zero out them. Here's how:

  1. Go to Vendors.
  2. Select Pay Bills.
  3. Choose one of your unpaid bills.
  4. Click Set Credits.
  5. Select one from your open credits.
  6. Choose Done.
  7. Click Pay Selected Bills.

This way, you'll be able to apply all your open credits to your unpaid bills.

 

In addition, here's an article you can read to learn more about paying bills with credits: Pay Bills in QuickBooks Desktop.

 

Feel free to leave a comment below if you have any other questions about bills and credits. I'll be always around to lend a hand.

Level 1

Re: Need to apply credit memo to multiple bills. how?

Thank you for your help.  It works when you click them INDIVIDUALLY.  I was clicking all the bills to be paid and then trying to click all the credits to use.  I need to do it one at a time.  THANK YOU!

Level 1

Re: Need to apply credit memo to multiple bills. how?

The answer given doesn't work for me.  It only applies a credit for the last invoice I marked in Pay Bills :-(

Moderator

Re: Need to apply credit memo to multiple bills. how?

Hey there, kscharv.

 

You can only apply the credit one at a time when paying the bills. As referenced by my peer above, you'll have to click them manually until you'll zero out them.

 

Here's how:

 

  1. On the Pay Bills screen, select the bills and hit Set Credits.
  2. Select a credit and click Done.
  3. Repeat Step 3 until your bills are zeroed out, then hit Pay Selected Bills. This way, all your bills will mark as paid. 

To learn more about vendor credits and paying bills in QuickBooks, check out these articles:

 

I'm always here to help if you need further assistance. Have a good one.

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