Hi All,
I'm having trouble applying a Credit Memo...
# generale
edu
03/14/2022, 12:38 AMHi All,
I'm having trouble applying a Credit Memo on an Invoice that is already Paid In Full. The INV # does not show up under the Apply List. Does anyone know what's going on?
d
Dawn
03/14/2022, 1:03 AMYou can't apply a credit (payment) to an invoice already paid in full.
Dawn
03/14/2022, 1:04 AMapply list will only show open invoices
e
edu
03/14/2022, 1:30 AMI see.
edu
03/14/2022, 1:30 AMWhat is the procedure to do then if I want to give back a refund to a customer?
edu
03/14/2022, 1:32 AMIf I understand correctly, the credit memo should reverse the invoice. Records us receiving the goods back to the warehouse and reverses the revenue.
n
NickSuite
03/14/2022, 7:18 AMYou will need to create a new credit memo from the invoice that was already paid.
Applying the credit memo reduces the amount that the customer owes you.
r
RJMNS
03/14/2022, 11:51 PMClick the Refund button on the CM and that will bring up a Customer Refund doc.
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