Hi,
I'll take that you want to apply a credit memo on an invoice to reduce your customer's balance on their next invoice. I'll guide you through the steps.
Here's how:
Once you've already created a credit memo, you can follow the steps below to link the credit memo to an existing invoice.
Here's how:
- From the + New tab, select Receive payment.
- Select the customer's name on the Customer drop-down.
- On the Outstanding Transactions field, tick the open invoice.
- In the Credit section, select the credit memo.
- Enter how much of the credit you want to apply.
- Enter the necessary information.
- Click Save and close.
Moreover, you can check this article as your guide to managing customer refunds:
Keep me posted whenever you have concerns about refunds.
