How to apply a credit memo to an invoice

Solution Properties

Solution ID:

220924350010373

Last Modified Date:

Mon Nov 21 17:55:39 UTC 2022

Taxonomy Path:

Category//Transactions

Author:

sageadmin

How to apply a credit memo to an invoice

Description

Cause

Resolution

If you haven't entered the credit memo yet, enter a customer credit memo.
Select Tasks > Receive Money.
Select the Customer ID.
On the Apply to Invoices tab, select Pay box next to the credit memo you created.
Select the Pay box next to the invoice you want to apply against the credit memo.
Enter the rest of the required information (Reference, Date, and so forth), and then click Save.

If you want a zero receipt, you can change the amount paid on the invoice if the total invoice is a different amount.

[BCB:161:Chat 50 US:ECB]

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