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Michelle0531
March 14, 2023
Question

how to apply a customer credit memo to an existing invoice

  • March 14, 2023
  • 1 reply
  • 0 views

When I try to apply a customer credit memo to an existing invoice I get a message that something is wrong - haven't recorded a transaction amount?

 

This is what I tried:

New

Payment

choose customer name, select invoice to pay and credit memo to use

The amount of the credit show up on the invoice as the amount to credit.

 

Thanks for any help!

 

1 reply

JenoP
JenoP
March 14, 2023

Let me help you make sure that you're able to apply the memo to close out the invoice, Michelle0531.

 

A possible browsing issue might have caused the error when using the credit memo. I have steps to share that can resolve common browser problems when using QBO. 

 

Start by clearing cache or logging in to QuickBooks using an incognito browsing session. Here's an article as a guide: Clear Cache and Cookies to Fix Issues When Using QuickBooks Online.

 

You can also use these keyboard shortcuts on how to open an incognito browsing session: 

 

  • Ctrl + Shift + N  for Google Chrome
  • Ctrl + Shift + P for Firefox
  • Control + Option +P if you're using Safari
  • Ctrl + Shift + P for Microsoft Edge

 

After that, log back in and check if you can already apply the credit memo. Let me also share these articles for more details and additional guidance as well:

 

 

Please keep me posted if you're able to apply the memo successfully. You can also ask follow-up questions if you need more help from us.

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