Monday, December 24, 2018

Apply Credit Memo as partial payment to an Invoice

1. Navigate to Transactions > Customers > Accept Customer Payments.
2. Select the name of the customer in the Customer field.
3. Select the A/R Account.
4. Under the Apply tab, Invoices subtab, put a check mark under the Apply column beside the invoice which the credit memo is to be applied to and type in the credit memo amount under the Payment column.
5. Under the Apply tab, Credits subtab, put a check mark beside the credit memo that is to be applied to the invoice.
6. Verify that the Payment Amount under the Apply tab is zero.
7. Click the Save button.

1 comment:

  1. Does anyone know what are the equivalent CSV imports to accomplish this? (applying credit memos as payments to invoices)

    Thank you

    ReplyDelete