You need 'Edit" access under invoice to perform this action

Right. That's what you'll need.

Hi, Mike.

I'm here to provide steps to resolve the error you encountered and be able to apply credit to an invoice.

In resolving this, you'll have to adjust the permission preferences in your QBDT.

If you're using QBDT Premiere you can follow these steps:

1. Go to the Company menu
2. Scroll-down to Set Up Users and Password, then select Set Up Users.
3. Edit the appropriate user, then click Next.
4. Choose All areas of QuickBooks or Selected Areas of QuickBooks.
5. If you choose Selected Areas of QuickBooks, make sure to set the permissions in the Sales and Accounts Receivable and Purchases and Accounts Payable to Full Access.
6. Follow the on-screen instructions to complete the process.

 If you're using QuickBooks Desktop Enterprise (QBDT Enterprise), you can follow these steps to ensure that you have full access:

1. Log in as an admin user in QuickBooks Desktop Enterprise.
2. Go to the Company menu at the top of the screen.
3. Scroll down and click on User from the menu.
4. In the User window, find the role that you created and click on it.
5. Click on the Edit button next to the role.
6. In the Edit Role window, make sure that the Full Access level is selected. To determine which area of activities should be granted full access, refer to the screenshot.

1. Click Ok.

For future help, you can customize the data, add or delete columns, add or remove information on the header/footer, and even personalize the font and style of the report.

If you have further questions about applying credit to an invoice, you can comment below, and we'll respond to you as soon as possible.

This does not make any sense. I have Accounts Payable Clerk with full access to AP and Accounts Receivable Clerk with full access to AR. AP has never had access to AR and vice versa. Why would Quick Books confuse the two different departments? There are credits in AP and Credits in AR. Totally different areas in accounting. AP has Bills and AR has Invoices. When paying bills and issuing a check to a vendor that issued a bill credit for item returned, you must be able to apply that bill credit to that check. It is not an invoice credit. Your solution to give permission to edit Invoices gives the AP clerk access to AR. Again, paying bills (expenses) and collecting for issued invoices (Receivables) are different areas in accounting. In permissions it should be under edit bill credit. Quick Books needs to get this corrected back to the way it has been in the past.