cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Unapply a Credit Memo from an Invoice.

Please, help!

I applied a credit memo to an invoice in error. I want to remove that memo. I found on internet these steps:

  1. Find and open the credit memo in your Quickbooks account.
  2. Display the history associated with the credit memo by pressing Ctrl + H (shortcut command for history).
  3. Double-click the invoice on which the credit was applied.
  4. Click the Apply Credits button.
  5. Clear the current credit selection in the Previously Applied Credits window.

 

(Title has been edited by moderator for clarity)

  1. Click Done on the Apply Credits window.
  2. Click Save & Close on the invoice to remove the credit and save your changes.

But, i cannot find the Apply Credits button. Where is located this button?

 

Thanks,

Pisicu

Solved
Best answer 08-14-2017

Accepted Solutions
Highlighted
Level 15

Re: Unapply a Credit From an Invoice

In Desktop, AP credits can be opened and changed to a Bill, at the top, which forces the program to Release the link that applied it. Then, Change it back to a Credit.

 

I attached an image showing the Ribbon for AR and the Icon at the top.

 

 

 

Available Credit.JPG

View solution in original post

9 Comments
ProAdvisor

Re: Unapply a Credit From an Invoice

What version of QuickBooks are you using?  If qbo, open the invoice and you will see blue hyperlink to the credit that is applied.  Then you can unapply it by deleting the payment transaction that applied it.

 

or are you using qb desktop?

 

Level 15

Re: Unapply a Credit From an Invoice

"Double-click the invoice on which the credit was applied. Click the Apply Credits button."

 

In Desktop, open the Transactions and they have Ribbons = icons at the top. One of which is Credits.

Level 1

Re: Unapply a Credit From an Invoice

Sorry, I forgot to mention that I use a QB Desktop version. I doubled check and I do not have that feature. Do you know how to remove the credit memo in QB Desktop? 

Thank you.

ProAdvisor

Re: Unapply a Credit From an Invoice

Are you on windows qb or mac qb.  It makes a difference.  What year version?   To unapply the vendor credit, I would click to duplicate it and then delete the original in qb desktop.  Not the greatest way, but it worked for me.

Highlighted
Level 15

Re: Unapply a Credit From an Invoice

In Desktop, AP credits can be opened and changed to a Bill, at the top, which forces the program to Release the link that applied it. Then, Change it back to a Credit.

 

I attached an image showing the Ribbon for AR and the Icon at the top.

 

 

 

Available Credit.JPG

View solution in original post

ProAdvisor

Re: Unapply a Credit From an Invoice

What Michelle @qbteachmt said above is what I used to do. It's been a few years since I have worked in desktop. But that is exactly what you should do.
Level 1

Re: Unapply a Credit Memo from an Invoice.

Is this for online or for desktop. I can not find the "apply credits" button. Please help

Level 1

Re: Unapply a Credit From an Invoice

My client has QuickBooks for MAC and has wrongly applied some credits to customer invoices.  How do we fix this in MAC?  The only solution I have is to delete the credit memos and then recreate them and apply to the proper invoice but if there is an easier solution such as the one for PC it would be a big help.  PLEASE ANSWER RE:  MAC.

Moderator

Re: Unapply a Credit From an Invoice

Welcome to the Community, @Sandy P.

 

Right now, the only available option is to delete and recreate the credit memo applied to the wrong invoice. In case you need the steps, here's how:

 

  1. Click the Customers tab at the top menu bar.
  2. Select Customer Center.
  3. Choose the customer.
  4. Double-click the credit memo.
  5. Press the Edit tab in the upper-left corner.
  6. Hit Delete Credit Memo.

For future reference, you can make use of the user guides I'm attaching below. It contains detailed instructions on the features available for the product:

 

Reach out to me anytime if you have any other concerns. I’ll be right here ready to help you. Enjoy the rest of the day.

Need to get in touch?

Contact us