![]() ![]() Step:7 Then, click on the save and close option. Step:6 In the Previously Applied Credits page, click on the delete option for the current credit choice. Step:4 Next, double-click on the invoice you wish to delete. Step:3 You will be able to view the history of Credit Memos. Step:2 Select Ctrl+H keys on your keyboard. ![]() If you wish to delete the credit memos, follow the steps given below – You can try this method on multiple credit memos the steps will remain the same. Great! Now you know how to apply a credit memo on a freshly created one. Step:11 Once you finish the above-given steps, click on save and close. Also, ensure the credit memo amount tallies with the original amount. Step:10 Please check all the details and the amounts you have typed in your entry. Step:9 Enter the payment date and finish filling out the rest of the form. Step:8 Keep the Reference no, Amount received, Payment method and Deposit to sections empty. Step:7 Enter the amount of the credit you wish to apply to the open invoice in the Payment field. Step:6 From the Credits category, click on the credit memos you wish to apply. Step:5 Please click on the invoice to which you wish to apply the credit memo in the outstanding transaction window. Step:4 Here, click on the name of the customer whose credit memo you wish to create. Step:3 Next, click on the customer option from the receive payment menu. Step:2 Then, select the receive payment option. Step:1 Open QuickBooks online and click on the +New option. How to Apply Credit Memo in QuickBooks? | Easy Stepsįollow the easy steps given below to apply Credit Memo in QuickBooks manually. In QuickBooks, if you do not wish to apply the credit memo manually, you can use the feature of ‘credit memo auto-apply’ on your desired transitions. QuickBooks enables small business owners to make their accounting journey easy and manageable. QuickBooks has helped millions of users across the globe by providing its cloud-based accounting software. In this article, you will be given a detailed step-by-step guide on how to apply credit Memos in QuickBooks, what is the difference between credit memos and refunds, and more essential details.
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