Question

Is there a way to show credit memo(s) on an invoice so my customer can see the credit memo(s) have been applied to an invoice?

19 replies
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I have a customer we buy from and then issue a credit memo to him to be used on his future invoice. Quickbooks only shows the credit memo on the payment screen. Is there a way to display credit memo(s) on the invoice?

QuickBooks Online

Rustler

No there is not, for the customer to see that you need to create a customer statement

C

Charies_M

Hello there, BoxesNearMe1.

Thanks for sharing your concern here in the Community. Allow me to provide additional information about applying credit memo to an invoice.

Rustler is correct. There isn't a way to display credit memo(s) on the invoice. You can apply the credit memo to the invoice through Receive Payment.

Here's how to create the payment and apply it to the invoice:

Click Sales in the left navigation bar.
Click the Customers tab.
Locate and click the customer's name.
Locate the invoice you want to apply the credit to and click Receive payment.
In the Receive Payment window, enter the necessary information.
In the Outstanding Transactions section, make sure that the correct invoice is selected.
In the Credits section, make sure the correct credit memo is selected.
Click Save and close.

You can read this article for more information: Apply a credit memo, credit or refund to a customer.

Feel free to reach out to us if there’s anything else you need help with QuickBooks. I'll be around.

W

Waverly Chamber of Commerce

There really is no way in QuickBooks Premier Edition 2019 to show the credit memo history part and being applied to an invoice ON the actual invoice???

S

ShiellaGraceA

Hi Sherry7,

I have great news for you. You can open the transaction history of your invoice to view the credit memo applied to it. Let me guide you how.

Click Customers, then Customer Center.
Click the customer name, the click the invoice in the Transactions tab.
Click the Reports tab at the top of your invoice.
Click Transactions History.
You'll see the credit details under Payments, deposits of payment line items, credits, and discounts section.