Applying credit memo to invoice

Hey there, @byomtov.

Thanks for reaching out to the Community for support. 

You have two different options when applying a credit memo to a specific invoice in QuickBooks for Mac. I've covered some steps below to help guide you through this process. 

1. Select the Company and Transaction Center and click on Credit Memos.
2. Choose a credit memo from the list on the left panel.
3. Make sure that it has the correct Customer or Customer job applied.
4. Click on the Use Credit to button drop-down.
5. Select Apply to invoice.
6. Choose which invoice you are going to apply your credit by ticking the box on the left side of the Date column.
7. Confirm the transaction by clicking Done.

An alternative way is to use the Receive Payments option. Here's how:

1. On the dashboard, click on the Receive Payments icon.
2. In the Customer Payment window, choose the customer on the Receive From box.
3. Tick the box on the specific invoice, then select the Discount & Credits button.
4. Check the credit that you are going to apply and click Done.
5. Hit Save and Close.

That should do it. Please don't hesitate to let me know if you have any questions or concerns about this process. 

Take care and have a great day ahead! 

Are you referring to the Customer Center and the list of trans ctions that appears in the right pane?

I'm sorry, but I don't see a "Use Credit" dropdown.

Can you tell me where it is?

Are you sure this is supposed to work on the Macintosh version?

Thank you.

OK. That works, though it apparently does not let me select which CM to apply, but goes by date order.

Can we apply the credit notes in bulk? I have so many transactions. I am uploading the credit memo's but they are not being applied to the invoices. I have to apply them one by one. Is there any way to apply them to the invoice upon automatically?

You have a fantastic idea, @Walid87.

At the moment, the option to automatically apply a credit memo to an invoice isn't available in QuickBooks Desktop (QBDT) for Mac.

Rest assured our engineering team is working diligently in enhancing QuickBooks to meet the needs of our users. For the time being, I recommend sending your feedback to them. This allows them to review your suggestion and possibly implement it in future updates.

Here's how:

1. Go to the QuickBooks menu in your QBDT for Mac.
2. Select Preferences.
3. On the Preferences pane, select Feedback. 
4. Click the Enable sending usage data to Intuit check box. The preference is enabled by default. 
5. Then close the Preferences window.

In the meantime, you'll want to manually apply the credit memo to your invoice.

Furthermore, I've added this resource that contains details to help you efficiently manage your QBDT for Mac: QuickBooks Desktop Mac Guide.

I'm all ears if you need more help managing your credits and invoices. Simply tag me in your reply and I'll get back to you as soon as I can. Keep safe!

Hi all, 

I am either  using a different version of this software or going crazy!!!

Is there a difference between the UK and the USA version?  We call it credit note in the uk not memo.. but for this difference aside I cant see none of those in my UK version : 

1. Select Receive Payments.
2. Choose the customer on the Customer:Job ▼ dropdown.
3. Click on the Apply Existing Credits? checkbox.
4. Hit Save

Thanks for posting here, @delta-gama. I'm here to ensure you'll be able to apply a credit memo to the invoice in QuickBooks.

First off, let me discuss information about the process.

In QuickBooks Desktop for Mac, the steps in creating a credit memo or credit note and linking it to the existing invoice of the customer were already provided by my colleagues above. For reference, feel free to check this article: Create and apply credit memos in QuickBooks for Mac.

If you're having trouble performing the task, I recommend reaching out to our Technical Support team to assist you in creating a credit note. Once connected, you can also request a screen-sharing session so they can further view and check your set-up.

Additionally, here's a helpful resource that you can access to look for guides whenever you encounter navigating your QuickBooks account: QuickBooks Help page.

Feel free to post here again if you have any other concerns in creating a credit memo in QuickBooks. I got your back and I'm ready to lend a hand. Have a good one. 

What is we only want to apply a certain amount of credit to a customer? Using MAC Desktop 2021 Quickbooks. I do not want to apply all the credits

Doug

Hi there, Doug.

Thanks for joining this thread. I'm happy to provide additional insight about applying credits to invoices.

At this time, the only option to apply credits to an invoice is by checking the Apply existing credits box at the bottom of the invoice. However, I can see how having the ability to apply a specific amount would be beneficial for you and your business. I'll relay this message to our team in concern here on my end, so this can be considered in a future update. 

I also encourage you to add your vote for this one by sending a request within QuickBooks. They're always looking to the opinions of users like yourself when determining how best to improve QuickBooks.

Here's how:
 

1. Choose QuickBooks and select Preferences.
2. On the Preferences pane, select Feedback.
3. Click the Enable sending usage data to Intuit check box. The preference is enabled by default.
4. Close the Preferences window.
5. From this pane, you can follow a link to the QuickBooks Desktop Mac online forum and/or to an online form for submitting feedback.

Please let me know if there's anything else that I can do for you. You can reach out to the Community at any time. Enjoy your day!

I forgot to select the invoice before clicking on available credits and now I can't find the credit to correct my mistake. How do you find credits that were not applied to any invoice?

Thank you!

I forgot to select the invoice I wanted a credit applied to before selecting available credits. So the credit was used but not applied to the specific invoice and I can't find the credit now. How do I apply the used credit to the correct invoice?

I am using QuickBooks Desktop through Right Networks. Thank you!

Hi mkitchens,

Welcome to the QuickBooks Community. I'll be happy to help you find your credit memo.

There isn't a hint if a particular credit memo is the one you look for, so try to remember which customer was it. Then, check the credit memo transactions of that customer and open them one by one. See the transaction history by pressing Ctrl+H to find out which invoice a particular credit memo was applied for. This will at least help you remember if it's the right transaction.

Once you find the right credit memo, delete, recreate, and apply the recreated one as payment to the right invoice.

I also want to add for your reference in the future that credit memos can be turned into a refund. Check out the detailed steps in this article: Give your customer a credit or refund in QuickBooks Desktop for Windows.

Feel free to comment below if you need more help with finding your credit memo. Take care and have a good one!

Hi - I have applied a credit memo to apply to an invoice and it does appear as 'payment applied' on the Invoice window.

However, it does not show the credited amount when I print this same invoice. 

I need to send an invoice to the customer with the "credit applied" showing so they know how much to pay. 

Anna

Hi there, @Anna70.

I'm glad to assist you today so you can print an invoice with the credited amount.

I've tried replicating your scenario and I was able to see the payments applied when I attempt to print it. It shows as Payments/Credits. In your case, it might've been caused by the formatting of your invoice.To fix this, let's customize your invoice.

Here's how:

1. Open the invoice you wanted to print.
2. Click on Customize Data Layout then go to Footer.
3. Make sure that the Payments/Credits is checked.
4. Once done, click on OK.

Once done, print the invoice again. You should now be able to see the Payments/Credits applied.

Feel free to visit this article for more information on customizing forms:  Use and customize form templates in QuickBooks Desktop.

Additionally, if you wish to split an estimate into as many invoices as you need, feel free to browse through this article: Set up and send progress invoices in QuickBooks Desktop.

Whenever you need further assistance in printing your invoices, just leave a comment below. I'm always here to help you. Have a great day!

What if there isn't an apply existing credits button?

There are existing credits, I just created one but it isn't showing as an option.

Hello marual,

I've checked and see the thread is about QuickBooks Desktop for Mac. Allow me to chime in and help you with your question about applying a credit memo to an invoice.

I want to confirm if you're also using the same version as the other users here. This way, I can provide the exact information you need for the issue.

The button should show when using the Mac version. The option is only visible if you access the Receive Payments section of the invoice.

Here's how:

1. Go to Customers, then select Receive Payments.
2. Click the customer on the Customer:Job ▼ dropdown.
3. Select the Apply Existing Credits? checkbox.
4. Hit Save.

For QuickBooks Online, the credit memo when receiving payments is also available when receiving payments (see screenshot below).

Also, did you know you can create a refund using a check? I have an article here that you can use as a reference in the future: Create and apply credit memos in QuickBooks for Mac.

Keep in touch with us anytime you need additional assistance locating the button. You can add more details by clicking the Reply button below. We'll help you out.

This not work!!!!!!!!!!!! 

How does this help!!!! Like I literally  want a specific amount. Like why is it so difficult for QB to do that! Beyond Annoyed!!!!! I need a video to show to do that cause none of it make sense!!!!!@!@!@!!@!@1

This is the ridiculousness of QuickBooks. You can apply a credit from the New -> Customer -> Receive Payment but not from the Invoice -> Receive Payment. 

Hello there, SummitComp:

Ideally, you can apply for the credit from the Invoices tab, then Receive Payment option. Can you send a screenshot of the steps that you've tried? This way, we'll be able to check if the correct process has been followed when applying a credit to an invoice. 

Anyway, if there's anything else that you need help with, let us know so we can get back to you as soon as possible. Have a great day ahead!

Just had the exact same thing happen to me. Been trying for 15 min to apply a credit from the receive payment button on the invoice. Tried the New -> Receive payment route you said and it worked first time....

Neither method (New-> Receive Pmts OR Invoice->Receive Pmts) works for me to apply a credit to an invoice. 

I created the credit last week and it's in the customer's transactions, but does not show in receive payment.

FYI - The credited amount is not the same as the new invoice I want to apply it to so it doesn't show.

So... how do I apply a credit to an invoice when it's not the exact amount of the invoice I want apply it to?

So... You can't apply a credit to an invoice unless the customer pays and you also apply payment at same time?

I found that I can go to the customer, select new transaction then receive payment to see all invoices & credits.

However, it shows the full amount of the invoice in the payment column and won't let me edit it.

How does that help when you want to apply a credit to decrease the amount of the invoice before sending it?