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bests4him
November 15, 2018
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Deleting a credit memo

  • November 15, 2018
  • 1 reply
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I would like to delete a credit memo.  I went into the help and it said to go to more, but my credit memo doesn't have a "more."  I also tried to apply it, but when going into payments doesn't give the option of checking apply credits.  The customer statement doesn't reflect the credit, but the credit invoice shows up under all their invoices under customer.  I did two credit today and neither are applying or able to delete.  

I just wanted to give a credit to two customers for giving us their old textbooks.

 

Best answer by David-212915

Hey @bests4him,

 

Thanks for posting in the Community. I'd be happy to help you with credit memos in QuickBooks Online.

 

Just to confirm, were you trying to delete the credit memo after saving it? The More option will not appear until the transaction has been saved. I'm including a brief video to serve as a visual guide:

 

 

If the More option isn't appearing after saving, I recommend clearing the cache of your browser as a troubleshooting step. Cache is designed to speed up browser loading times but can interfere with processes if too much is collected and cause unexpected behavior. The following article contains additional insight, as well as steps for supported browsers: Delete or Disable Cache and Temporary Internet Files in Your Web Browser.

 

Since you don't have the option for checking apply credits, does the credit memo appear as Paid when you pull it up? If so, selecting the blue link below Paid, then the blue link for the date will pull up which invoice that it's applied to. I want to ensure that you're able to credit the customers for donating the old textbooks and I'm attaching a video to serve as a reference for this:

 

 

Additionally, the following article is a guide for applying credit memos: Apply a Credit Memo, Credit or Refund to a Customer.

 

I'm just a post away if you should have any questions. Have a lovely day.

1 reply

D
David-212915Answer
November 15, 2018

Hey @bests4him,

 

Thanks for posting in the Community. I'd be happy to help you with credit memos in QuickBooks Online.

 

Just to confirm, were you trying to delete the credit memo after saving it? The More option will not appear until the transaction has been saved. I'm including a brief video to serve as a visual guide:

 

 

If the More option isn't appearing after saving, I recommend clearing the cache of your browser as a troubleshooting step. Cache is designed to speed up browser loading times but can interfere with processes if too much is collected and cause unexpected behavior. The following article contains additional insight, as well as steps for supported browsers: Delete or Disable Cache and Temporary Internet Files in Your Web Browser.

 

Since you don't have the option for checking apply credits, does the credit memo appear as Paid when you pull it up? If so, selecting the blue link below Paid, then the blue link for the date will pull up which invoice that it's applied to. I want to ensure that you're able to credit the customers for donating the old textbooks and I'm attaching a video to serve as a reference for this:

 

 

Additionally, the following article is a guide for applying credit memos: Apply a Credit Memo, Credit or Refund to a Customer.

 

I'm just a post away if you should have any questions. Have a lovely day.

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