Skip to main content
S
sflaa1
March 23, 2020
Solved

I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?

  • March 23, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by vpcontroller

@sflaa1 

 

"I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?"

 

  • Click Receive Payment (Left Dashboard > "+ New > Receive Payment)
  • Select Client/Customer in question
  • Select both Open Invoice and Credit Memo
  • The Net should be zero.

 

 

 

 

1 reply

vpcontroller
vpcontrollerAnswer
March 23, 2020

@sflaa1 

 

"I have issued a credit memo to clear an open invoice. how do I apply the credit memo as payment of the invoice?"

 

  • Click Receive Payment (Left Dashboard > "+ New > Receive Payment)
  • Select Client/Customer in question
  • Select both Open Invoice and Credit Memo
  • The Net should be zero.

 

 

 

 

    S
    sflaa1Author
    March 23, 2020

    Thank you VPController - you made that very easy.  I think I should have figured it out - but you saved me that time and angst.  Take care and stay well!

    Terms & ConditionsAccessibility statement