Thursday, April 18, 2019

Credit Memo Status is Fully Applied after deleting Payment

Apply Credit Memo against an invoice via Create New Payment Page:

a. When Credit Memo amount = Invoice open amount:  No Payment will be created, only application of Credit memo against Invoice.

b. When Credit Memo amount < Invoice open amount:  Payment will be created for the difference + application of credit memo against the invoice.  (Credit Memo = Fully Applied).

Deleting Payment record will just delete the payment but not remove the application of Credit Memo from the invoice.


    1. After deleting payment > Pull up Credit Memo.

    2. Hit Edit.

    3. Under Items tab > Apply subtab > remove check mark on Apply check box.

    4. Hit Save.

    This will make the credit memo available again and status will now be ''Open''.


No comments:

Post a Comment