How to APPLY Credit Memo (CM)
How to
apply Credit Memo – Cloud
If there is an open credit memo for the customer you are
creating an invoice for,
There will be a pop-up message.
If you are ready to process the payment and apply the credit
memo,
Click “YES” to view and apply the credit memo. If you are
just creating an invoice and will be processing the payment later, click “NO”.
(Screenshot below is when you click “Yes”, this “credit memo
check” will pop-up)
Click “APPLY” and there will be a pop-up.
Check the box under “available credits” and click “SAVE”
Applying
credit memo to invoice by creating payment
Find “Receive Payment” under “Customer”
Then click on “Create Payment” located on the top right side
of the page
Find the customer
Once you select the customer, open invoice(s) for the
customer will generate on the bottom side under the customer information
On the right side of the invoice, there will be an option
for “credit” under “apply”
Click on “credit” and there will be a pop-up with all the
available credits
Check the box next to the credit you want to apply then “SAVE”
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