Apply receivables credit memos

When customers have credit memos available, they can be applied in a few different ways. A credit memo can also be reapplied to a different invoice, unapplied, deleted or restored.

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Apply credit memos
Reapply or unapply credit memos

Apply credit memos

With these options, manage which invoices to apply credits to, and sometimes how much credit to apply.

Select Invoices in the navigation menu
Select Credit Memos
Select the credit memo ref #
In the Summary box, hover over Credit Memo Actions, select Apply
Check the box next to the invoice # to apply the credit to
Adjust the credit applied amount if you want to apply a partial amount
Select Save

Credit Memo Actions - apply

When you create an invoice

Select Invoices in the navigation menu
Select Create Invoice
Enter Invoice Details. In the Credits field, enter the amount of credits you want to apply. The balance will auto-calculate.
Save the invoice, and send it if you'd like

When editing an invoice

Select Invoices in the navigation menu
Select the Invoice Number
Select More actions
Select Edit
In the Credits field, enter the amount of credits to apply
Save the invoice, and send it if you'd like

By a Portal customer

When a customer logs into the Customer Portal to pay you, they'll see any available credits, which are automatically deducted from the Amount Due.

Portal account - Credits to apply

Your customer chooses when and how to apply available credits.

If your customer is paying you from a Basic Payables account, they'll see Apply vendor credits under Payment Options, when vendor credits are available. From there, they can choose how much of the available credits to apply.

Reapply or unapply credit memos

Select Invoices in the navigation menu
Select Credit Memos
Select the credit memo ref #
In the Summary box, hover over Credit Memo Actions and select Apply
Uncheck the select box to reapply as needed
Select save