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Applying credit memo to invoice

Forum|Forum|4 years ago
September 21, 2021
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How do I apply a credit memo to an invoice?

When I go to Receive payments I get a list of invoices, but just indicating that a credit is to be applied to one of them seems impossible.

Do I put the amount in the "Amount" field at the top? Or just next to the invoice?

When I check "Apply existing credits" it seems to want to apply all the credits, which I don't want.

Why is this so hard? Why can't I just click on the credit and tell QB to apply it to a specific invoice?

Please note: I am using the Mac Desktop version.

QuickBooks Desktop for Mac

Best answer by Archie_B

Thank you for following up, byomtov.

If the other option is not available for you, you can try the other steps in applying credits to an invoice in QuickBooks Desktop for Mac.

Here's how:

Go to Customers.
Select Receive Payments.
Choose the customer on the Customer:Job ▼ dropdown.
Click on the Apply Existing Credits? checkbox.
Hit Save.

I've also added this article just in case you want to learn how to write a refund check: Create and apply credit memos in QuickBooks for Mac.

Let us know how it goes or if you still have other questions about credit memos. I'll be in touch. Keep safe.

Tori B

Hey there, @byomtov.

Thanks for reaching out to the Community for support.

You have two different options when applying a credit memo to a specific invoice in QuickBooks for Mac. I've covered some steps below to help guide you through this process.

Select the Company and Transaction Center and click on Credit Memos.
Choose a credit memo from the list on the left panel.
Make sure that it has the correct Customer or Customer job applied.
Click on the Use Credit to button drop-down.
Select Apply to invoice.
Choose which invoice you are going to apply your credit by ticking the box on the left side of the Date column.
Confirm the transaction by clicking Done.

An alternative way is to use the Receive Payments option. Here's how:

On the dashboard, click on the Receive Payments icon.
In the Customer Payment window, choose the customer on the Receive From box.
Tick the box on the specific invoice, then select the Discount & Credits button.
Check the credit that you are going to apply and click Done.
Hit Save and Close.

That should do it. Please don't hesitate to let me know if you have any questions or concerns about this process.

Take care and have a great day ahead!