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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
AlcaeusF
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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.

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