Apply Credit Memo to open Invoices
1. Go to Customers [1]
Go to Receive Payment [2]
Click New [3]
2. Select “Customer”, “Division”, “Payment Method” from the dropdown
If the chosen customer has open invoices, the list of invoices will appear
Click “CREDIT” button on the invoice you want to apply Credit Memo
3. “Check” the Credit Memo you want to apply [1]
If you want to apply a portion of the Credit Memo to the invoice change “Amt To Use”
Click “Save” [2]
4. After the credit has been applied to this payment you might want to check your invoice status and the payment history.
Click “Key #” to go to the invoice.
5. The credit amount has been applied to the payment total [1]
Click the “Paid Amt” icon, Then Payment History will appear [2]
This will produce a list of all payment for the invoice
6. Optionally, you can double-click on any payment in the list to immediately open a payment within the “Receive Payments” screen.
Related Articles
How to apply Credit Memo - [Cloud]
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 ...How to Process a Refund via Credit Memo
1. Go to Customers > Invoice. 2. Open the invoice that needs to be refunded. 3. Click the magnifying glass under Paid amount to open the payment history. 4. Get the reference number (will be used when processing the ADJ AR). 5. Go to Customers > ...How to create Credit Memo [Cloud]
How to create Credit Memo – Cloud First locate the “Credit Memo” under “Customers” Click on “Create CM” located on the top right-side of the screen Search the “customer” for the credit memo. Credit memo could be created by the “style by invoice”, ...Closed / Reopen invoices
How to edit closed invoices & How to re-open invoice Steps Go to Customers Click Invoice Click Refresh Enter Invoice Number Click OK Invoice print window will be populated Click the magnifier on Paid Amt Double Click Payment# It will open Receive ...Creating Credit Memo (CM)
<br> There are 3 possible ways of creating Credit Memo in N41. Using existing RA (Return Authorization) from RA screen Using existing RA (Return Authorization) from Credit Memo screen Manually selecting Customer, Style/Color and Quantity. I. ...