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linledaycare-hot
Level 1

How do you add credit memo or previous invoice to current invoice in the app?

 
1 Comment 1
Charies_M
Moderator

How do you add credit memo or previous invoice to current invoice in the app?

Hello there, linledaycare-hot.

 

The option to add a credit memo on an invoice can only be done in QuickBooks Online (QBO). You'll need to use a browser to do this.

 

If you have already created a credit memo, you can proceed in applying it to the invoice. Follow the steps below on how:

 

  1. Click Sales from the left pane.
  2. Select Customers and click the customer’s name.
  3. Locate the invoice you want to apply the credit to and click Receive Payment.
  4. Enter the necessary information on the Receive Payment window.
  5. In the Outstanding Transactions section, make sure that the correct invoice is selected.
  6. Click Save and close.

The steps above will help you apply the credit to your customer’s open invoices. For your reference, you may check out this article: Apply a credit memo, credit or refund to a customer.

 

Please let me know if you have questions with credit memo. I’ll be here to help. Wishing you the best!