Thanks for getting back to us, @jeffreyk28.
Yes, you're right QuickBooks only allows the same job in applying for credits and doesn't apply for a different job.
To make sure that it was applied correctly, you can delete and recreate the credit memo and manually apply it to your invoice. Let me walk you through the steps on how to do it:
To delete the credit memo
- From the Customers menu, pick Customer Center.
- Select the customer's name.
- Double-click the Credit Memo transaction.
- Click the Delete icon, then OK.
To recreate the credit memo
- From the Customers menu, pick Create Credit Memos/Refunds.
- Select the correct customer from the Customer:Job drop-down menu.
- Enter all the necessary details.
- Click Save & Close.
- Once the Available Credit window shows up, choose Retain as an available credit.
- Click OK.
Also, you can uncheck the Automatically apply payments so the credit will not apply to other open invoices. Here's how:
- Click Edit at the top and select Preferences.
- Go to Payments from the left menu.
- Select Company Preferences.
- Make sure that the Automatically apply payments is not selected.
For more details, just click this article: Give your customer a credit or refund in QuickBooks Desktop for Windows.
On the other hand, you can also check this link for your future reference about QuickBooks Desktop and how to resolve issues when applying a payment:
Reach back out to me if there's anything else you need concerning QuickBooks. I'm always here to lend a helping hand.
