Issue a credit memo in quickbooks4/17/2024 ![]() Make sure to check the box of the unapplied Credit memo in the Credits section.Click the 1 payment made link under the PAID status. ![]() Let's open the invoice again and redo the process: I also checked the screenshots and it looks like the Credit Memo was not applied successfully as a payment to the original invoice. Otherwise, applying the credit memo as a payment to the original invoice will still leave a negative balance. If you want to keep the original payment in the record, you can directly create a refund receipt or check to refund the customer instead. This can be the reason why there's a negative balance in the customer's account. Have a great rest of the weekend.Ĭredit memo is usually created if you want to use a credit as a payment to a future invoice.Īs you mentioned and shown in the screenshot, the initial deposit is still recorded in your account. Should you have any other concerns or follow-up questions, you can always find me here. In case you'll need to track all the invoices that are due on a particular day, we can customize your Transaction Detail By Account report. Once done, you can now perform Receive payment using the credit memo that you've created.
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