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Tm_sela
Level 1

How do you apply a credit memo (that was created in a "Parent Company" to a Sub-client?

My customers have many "Sub-Client" accounts. Sometimes they receive a credit. I create the Credit memo in the Sub-Client account but then cannot apply that credit memo to a different Sub-Client. So I created the credit memo is the Parent-Company, but still cannot apply it to a sub-company. Please Help!
1 Comment 1
SarahannC
Moderator

How do you apply a credit memo (that was created in a "Parent Company" to a Sub-client?

Hello there, tommy18.

 

If you mean to record a credit memo and apply it to different sub-customers, we can create a credit memo for a sub-customer. Then, it'll be automatically recorded to the parent one. However, this will not apply to the other sub-customers.
 

If it's needed, you may want to manually enter the transaction to each sub-client. Here's how:

 

  1. Go to the Sales menu and select the Customers tab.
  2. Locate and click the name of the sub-clients. 
  3. Click the New transaction drop-down arrow. Then, select Credit memo.
  4. Enter the necessary information and amount.
  5. Click Save and Close.

 

To apply the credit to your customer’s open invoices, you can use this article for additional reference and guide: Apply a credit memo, credit or refund to a customer.

 

Please let me know if you have other questions or you're referring to something else. Take care always.

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