![]() From the main navigation menu, click on the “Sales” tab and select “Customers” from the drop-down menu. ![]() Here’s how you can verify the credit memo application: Step 3: Verifying the Credit Memo ApplicationĪfter applying the credit memo to the invoice in QuickBooks Online, it is important to verify the credit memo application to ensure that the adjustments have been accurately recorded. The software will adjust the customer’s account balance accordingly, reflecting the credit applied and reducing any outstanding amount owed on the selected invoice. Once you have verified the credit application, click on the “Save and Close” button to apply the credit memo to the selected invoice.īy following these steps, you will successfully apply the credit memo to the invoice in QuickBooks Online.Keep in mind that if the credit amount exceeds the invoice amount, QuickBooks Online will create a new credit on the customer’s account that can be applied to future invoices.QuickBooks Online will automatically calculate and update the remaining credit amount. If the credit amount needs adjustment, you can manually enter the desired amount in the “Amount to Apply” column.Review the applied amount field to ensure that the credit amount matches the invoice amount you want to offset.Click on the check box next to the invoice to select it for credit application.Within the opened credit memo, scroll down to the “Invoice” section and look for the invoice you want to apply the credit memo to.Step 2: Applying the Credit Memo to an InvoiceĪfter accessing the credit memo, the next step is to apply it to the appropriate invoice in QuickBooks Online. Once you have accessed the credit memo, you can proceed to the next step of applying it to the invoice. Once you find the credit memo, click on it to open the details.īy following these steps, you will be able to access the credit memo that you wish to apply to the invoice.You can use the search bar or scroll through the list to locate it. In the transaction list, search for the credit memo you want to apply to the invoice.Within the customer profile, look for the “Transaction” tab and click on it to access the list of transactions for that customer.Locate the customer for whom you want to apply the credit memo, and click on their name to open their customer profile.From the drop-down menu under the “Sales” tab, click on “Customers”. ![]() ![]()
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