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

sflaa1 · ‎March 23, 2020

vpcontroller · ‎March 23, 2020

@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

vpcontroller · ‎March 23, 2020

@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 · ‎March 23, 2020

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

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

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

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

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

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

Credit Memo and Refund

Apply credit memo to an invoice

Credit Memo application

Wrong Credit applied when paying bill/invoice

Credit Memo

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