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M
Martine13
August 11, 2021
Question

Credit memo to cancel an invoice

  • August 11, 2021
  • 1 reply
  • 0 views
  • I invoiced my customer against the wrong purchase order
  • I created a credit memo to cancel the invoice
  • To apply the credit memo, I went to Receive Payment and selected the invoice and the credit memo
  • note:  I did not receive an actual payment - just wanted to cancel the incorrect invoice
  • The credit memo still shows as 'unapplied'

 

Please help me understand what I did wrong?

Thank you!

1 reply

Noelia Nievas
Noelia Nievas
August 11, 2021

Hi @Martine13 

 

Normally, when a credit memo isn't linked yet to an invoice, the status will show as Unapplied.

 

To apply a credit memo to the open invoices, follow the steps below:

 

  1. Click Sales from the left pane.
  2. Select Customers and click the customer’s name.
  3. Locate the invoice you want to apply the credit to and click Receive Payment.
  4. Enter the necessary information on the Receive Payment window.
  5. In the Outstanding Transactions section, make sure that the correct invoice is selected.
  6. Click Save and close.

 

Also, you can turn on the credit memo auto-apply feature. This feature will automatically apply credit memos to customers' balances or open invoices. 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Click Account and Settings then tap the Advanced tab.
  3. Select Edit ✎ in the Automation section.
  4. Click Automatically apply credits.
  5. Hit Save, then Done.

 

Please reach out back if this does not resolve your issue.

 

Noelia

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