Yes, Kelly6. The functionality to link a credit memo to a specific invoice is available in QuickBooks Online. I'm here to guide you through the steps.
If you turn on the auto-apply credits, QuickBooks will add the credit for you. If not, here's how to manually apply a credit memo to an invoice.
- Go to + New.
- Select Receive payment.
- From the Customer dropdown, pick the customer.
- In the Outstanding Transactions section, select the open invoice you want to apply the credit memo to.
- Navigate to the Credits section, and choose the credit memos you want to apply.
- For the open invoice in the Payment column, enter how much of the credit you want to apply.
- Leave the Payment method, Reference no, Deposit to, and Amount received fields blank.
- Fill out the rest of the form, including the Payment date.
- Make sure the total is correct after applying the credit memo.
- Once done, tap Save and close.
If you're all good, here's how to customize invoices, estimates, and sales receipts in QuickBooks Online.
The Community is available 24/7. Don't hesitate to fill me in if you have other concerns with this topic or QuickBooks in general. Have a good one and take care
