Apply Credit Memo


B

Barry

I have a customer who paid there account balance. Then they called and wanted
a credit on an item, so I created a credit memo. In the mean time they
charged another item so they have an outstanding invoice. I want to apply the
credit memo to the outstanding invoice, but when I go to receive payment and
go through the steps to apply the unused credit when I go to save the payment
I get an error message saying the total amount applied cannot exceed the
amount received. I didn't receive any amount from the customer I just want to
apply the credit.
 
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B

Barry

Boy do I feel stupid. I just figured out the answer to my question and it was
one of those "duh!" moments. On the off chance that somebody else has
difficulty with this operation I will answer my own post.

If you want to apply a credit to an invoice and the credit does not
completely offset the invoice and you are not receiving a payment at the same
time, you have to change the payment amount to zero in the far right column
of the invoice line you have checked. I guess that should be a no brainer
because they don't explain it in the help file or the online lessons on doing
a credit memo.
 

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