Hello there, Chris. Let me provide you steps when using credit memo to an open invoice here in QuickBooks Online.
There are possible ways why the credit memo wasn't applied as expected.
When we turn on the settings to automatically apply a credit memo to an invoice, it'll apply credits to the oldest open invoices for the same customer.
However, we have an option to remove auto-applied credits from an invoice.
Here's how:
- Choose the invoice with the applied credits.
- Select the blue hyperlink of the credit applied, then select the date. The payment transaction will open.
- Select More, then click Delete.
On the other hand, we can turn off the automated credit memo and manually apply the credit to an open invoice. You may check for this article and learn how and when to give a credit memo or delayed credit: Create and apply credit memos or delayed credits in QuickBooks Online.
Additionally, this article will help you on how we can personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Please don't hesitate to reply to this thread should you need additional assistance applying your credit memo and any QuickBooks-related queries. Stay safe.
