CYBER MONDAY SALE 70% OFF QuickBooks for 3 months*   Ends 12/5

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

Reply to message

View discussion in a popup

Replying to:
Mich_S
QuickBooks Team

Reply to message

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.

 

  1. Go to  + New.
  2. Select Receive payment.
  3. From the Customer dropdown, pick the customer.
  4. In the Outstanding Transactions section, select the open invoice you want to apply the credit memo to.
  5. Navigate to the Credits section, and choose the credit memos you want to apply.
  6. For the open invoice in the Payment column, enter how much of the credit you want to apply.
  7. Leave the Payment method, Reference no, Deposit to, and Amount received fields blank.
  8. Fill out the rest of the form, including the Payment date.
  9. Make sure the total is correct after applying the credit memo.
  10. 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

Need to get in touch?

Contact us