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sflaa1
Level 4

I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?

 
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Best answer March 23, 2020

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vpcontroller
Level 11

I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?

@sflaa1 

 

"I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?"

 

  • Click Receive Payment (Left Dashboard > "+ New > Receive Payment)
  • Select Client/Customer in question
  • Select both Open Invoice and Credit Memo
  • The Net should be zero.

 

 

 

 

View solution in original post

2 Comments
vpcontroller
Level 11

I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?

@sflaa1 

 

"I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?"

 

  • Click Receive Payment (Left Dashboard > "+ New > Receive Payment)
  • Select Client/Customer in question
  • Select both Open Invoice and Credit Memo
  • The Net should be zero.

 

 

 

 

View solution in original post

sflaa1
Level 4

I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?

Thank you VPController - you made that very easy.  I think I should have figured it out - but you saved me that time and angst.  Take care and stay well!

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