I've a credit memo that is on customer payment window as an Existing Credit. I check the Apply Existing Credits? box and save and nothing happens. I go back to customer balance and the credit has not been applied. I open up customer payment window again and the credit still appears as an existing credit.
This credit is for a single job but is being applied to other jobs under the same customer. Can one not do that? Thank you.
Hi Susan607,
You can actually apply credit memos from one job to another as long as both jobs are under the same customer. And based on your description, you did the right thing.
There could be some issues with the credit memo itself, so I suggest recreating and reapplying it to the invoice. If the same thing happens, please run the Verify and Rebuild data utilities to check the data integrity of your entire company file.
Let me know how the steps work for you. Take care and have a good one!
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