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Greetings,
We issued a customer an AR Credit Memo but we applied it to the wrong invoice. How do I correct this so the CR Memo can be applied to right outstanding invoice? Thank you in advance!
Solved! Go to Solution.
I know how to do it, ToddG34292.
You can unapply the credit memo if you're using QuickBooks Desktop.
Here's how:
Then apply the credit memo to the appropriate invoice through Receive Payments or open the invoice and click the Apply Credits button.
You can delete the payment transaction associated to the incorrect invoice. It will unlink the credit memo so you can apply it to the correct or future invoices. Before we proceed, let's ensure the Automatically apply credits is turn off.
Here's how:
Then, you can locate the payment transaction or open the invoice were the credit memo is applied. I'll show you how.
Once done, you can use the Receive payment feature to apply the credits to the appropriate invoice manually.
I'm including the following articles below to help you manage customers debt that you know you won't be paid:
If you have any additional inquiries regarding credits or invoices, feel free to post again. We're always here to assist you.
To do this, edit the credit memo and change the customer name and then save it. Then edit it again and change the name back and save it again.
Then use the Receive Payments window to apply it to the correct invoice.
Sorry we the AR Credit Memo was issued to the correct customer but we applied the credit to the wrong invoice - how to we get this AR Credit Memo reversed and applied to the correct invoice? Thanks!!
Follow the steps in my previous answer.
I know how to do it, ToddG34292.
You can unapply the credit memo if you're using QuickBooks Desktop.
Here's how:
Then apply the credit memo to the appropriate invoice through Receive Payments or open the invoice and click the Apply Credits button.
You can delete the payment transaction associated to the incorrect invoice. It will unlink the credit memo so you can apply it to the correct or future invoices. Before we proceed, let's ensure the Automatically apply credits is turn off.
Here's how:
Then, you can locate the payment transaction or open the invoice were the credit memo is applied. I'll show you how.
Once done, you can use the Receive payment feature to apply the credits to the appropriate invoice manually.
I'm including the following articles below to help you manage customers debt that you know you won't be paid:
If you have any additional inquiries regarding credits or invoices, feel free to post again. We're always here to assist you.
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