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arkvalleyinfo
December 11, 2018
Solved

Apply credit memo from one job to multiple invoices under more than one other job.

  • December 11, 2018
  • 4 replies
  • 0 views

I have a customer account "City". the customer has 10 locations 1-10 which are setup as jobs. Job 10 was issued a Credit Memo for 750. How can i apply this to multiple other invoices under multiple jobs.


I would think this would be simple to have the credit on the Main account, but if i put the credit on the main account and click discounts and credits, it says there are no credits.

Best answer by Raywhite28
Sorry, you can't do that. Each job needs their own credit to apply it to invoices. You will need to create an invoice on the customer who has the credit to offset it & then create credit memos on each job so you can apply it to the invoice. Make sure all the credit memos created match the invoice you created on the main customer.

4 replies

Raywhite28
Raywhite28Answer
December 11, 2018
Sorry, you can't do that. Each job needs their own credit to apply it to invoices. You will need to create an invoice on the customer who has the credit to offset it & then create credit memos on each job so you can apply it to the invoice. Make sure all the credit memos created match the invoice you created on the main customer.
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arkvalleyinfoAuthor
December 11, 2018
Thank you for such a fast response. Sorry for this question. But shouldn't I created the invoice on the job that has the credit memo not the main account? This way all jobs are actually balanced?
Raywhite28
Raywhite28
December 11, 2018
Yes, create the invoice on the job that has the credit memo.
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arkvalleyinfoAuthor
December 11, 2018
My problem: we sent an invoice for $350 to a customer for 1 job; the same customer sent us as $0 check with a remit statement showing they were paying the invoice we sent for 1 job while backcharging is the same amount for another job.  I can issue a credit but I can't pay the invoice with it because they are separate jobs. Maybe I'm missing the answer, but please help! Thanks!
qbteachmt
qbteachmt
December 11, 2018

Set up and use an Other Charge Type Items linked to Other Liability.

Use it on the invoice for the job having the $750 credit.

Use it individually on a credit memo for each job needing the credit.

When you are done, that Liability should be 0, since you would have fully allocated it.

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Caligirl83
May 11, 2022

Over 3 years later and Intuit still hasn't fixed this fundamental problem.  Real world accounting - we need to issue Credit Memos on one job and apply to another for the same customer.  No work arounds, just general accounting practice.  
Go back to what made you so popular, listening to and getting help from true accounting experts.  

Candice C
Candice C
May 11, 2022

Good afternoon, @Caligirl83. 

 

I'm glad to see you back in the Community. This isn't the impression I want to leave you with. 

 

I'll be more than happy to pass along your feedback to our Product Developers so they can consider this in the near future. I can see how beneficial this would be for your business to have. 

 

You can also keep up with what's new in the system by checking out our Blog site. 

 

If you have any other questions or concerns about your account, don't hesitate to ask. We're always here to lend a helping hand. Best wishes!

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