How do I apply a credit memo to an already paid invoice? My books don't balance cause the credit is not being deducted from the original paid invoice? Thank you!

We can delete the payment linked to the invoice before applying the credit memo to ensure your records remain accurate. Consider me your partner in this, Paradigma.

Before we proceed, please know we cannot apply credit memos to paid invoices. Typically, they are used to reduce the balance of an open invoice.

Here's how to delete the payment associated with the invoice:

1. Navigate to the Sales menu, then Invoices.
2. Find the specific invoice to adjust and select View/Edit.
3. Click the 1 payment link, then pick the relevant date.
4. On the Receive Payment page, go to the More options.
5. Select Delete, and confirm the action by clicking Yes.
    

If the payment is part of a bank deposit transaction, it must first be unlinked to delete it successfully. For visual guidance, please refer to the attached screenshots.

After the deletion process, you can then apply the credit memo:

1. On the Sales page, find the unpaid invoice and select Receive payment.
2. Tick the invoice and the credit memo to link them.
3. Finally, click Save and close.
    

Once the process above is complete, send your customer a statement so they can get comprehensive details of their associated invoices, payments, and outstanding balances.

With the steps above, you can effectively apply the credit memo to the original transaction and ensure your books are balanced. If you have any further questions or need additional support, we're still here to help.