![]() Parent Customer then made another payment by check which covered Sub-customer Twos entire 350.00 invoice and 175. Thank you for your time and have a happy weekend. Parent Customer paid 3125.00 through the online payment feature which covered the two invoices for Sub-Customer One and left a credit memo of 175.00 on Sub-customer Ones account. If you need help with anything else, feel free to reach out below. I'm also including a helpful article that lists the steps above but additionally includes steps on how to manually apply the credit memo to an invoice, how to create and apply a delayed credit and wh. Once these steps have been completed you're all set up to run a recurring credit memo. Select Advanced tab, then select Edit ✎ in the Automation section.Go to Settings ⚙, then select Account and Settings.This lets QuickBooks use credit memos as payments for newly created or open invoices. Here's how to automatically apply credit memos. You can choose to manually or automatically apply credit memos to open invoices.Īutomatically apply credit memos to invoices: Enter the customer’s name, then fill out the required fields:.I’m more than happy to answer them for you.If you're looking for guidance on credit memos, then you came to the right place for help! Follow these steps below to set up a credit memo, as well as how to make it recurring. Reach out to me anytime if you have other questions about credit memos and other sales transactions. It contains topics about customizing invoices, customer statements, refunds and credits, and other customer-related activities. I’m also adding a link to help you in the future: Self-help articles. G to the Outstanding Transactions section and check the entries from there. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |