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D
Desiree 869
August 28, 2019
Question

Duplicate credit memo

  • August 28, 2019
  • 1 reply
  • 0 views

As you could see, this credit memo is a duplicate credit memo, cause I made a return memo on Aug 21, not on Aug 20th, and the customer already used all his credit later on.

 

From Home- Refund/credits, I couldn't find this date and this amount. But when I make the customer invoice, this windows (available credit) still pop up. 

 How could I void this credit?

Looking for directions. 

 

Thank you in advance.

1 reply

J
JamesM
August 28, 2019

Hi there, 

 

Great to hear from you again. I'll be happy to assist with voiding the credit so you can get back to doing what you enjoy. 

 

To void a credit, follow the steps below:

 

 

  1. Click the "Customers" menu and select "Customer Center" from the drop-down list.
  2. Select the "Customers & Jobs" tab.
  3. Choose the customer with the available credit from the customer list.
  4. Open the credit memo you want to delete.
  5. Select the "Void Credit Memo" or "Delete Credit Memo" option from the drop-down list, depending on your preference. If you receive a warning that voiding the memo changes any attached invoices select Confirm. 

Give this a try and let me know how you make out. I'll be on standby. 

D
Desiree 869Author
August 28, 2019

Thank you for replying quickly. 

 

I don't have " the customer with the available credit" from the Customer list. 

How do I add on?

Regarding my case, I searched by name, so I can find it.

D
Desiree 869Author
August 28, 2019

I posted a few more screen clips, As you could see, the last invoice as the testing, the available credit window pops up. The Date is Aug 20, and a credit memo is Aug 21.

 

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