Apply a Credit Memo on a Customer Payment and Open Invoice

1. Go to Transactions > Customers > Accept Customer Payments > List (Administrator).
2. Click Edit next to the payment where you want to apply the credit.To create a new payment click New Transaction.
3. Fill in the necessary information for this payment.
4. On the Apply subtab, click the Credits subtab.
   1. Check the box in the Apply column next to each credit memo you want to apply.
   2. Clear the box in the Apply column next to each credit memo you are not applying.
   3. Click Mark All to apply all existing credits.
5. Click the Invoices subtab to view the invoices being credited.You can change the bills that credits are applied to by:
   1. checking the box in the Apply column next to each invoice you are applying credit to.
   2. clearing the box in the Apply column next to each invoice you are not applying credit to.As credits are applied, you can see the amounts change in the To Apply, Applied, and Unapplied amounts in the header.
6. Click Save.

Apply a Credit Memo on an Open Invoice

1. Go to Transactions > Sales > Create Invoices > List (Administrator).
2. Click View next to the invoice you want to credit.
3. Click Credit.
4. Fill in the necessary information for the Credit Memo.

After you have applied a credit memo, you can review how it was applied in the following ways:

• From a Credit – Go to Transactions > Customers > Issue Credit Memos > List (Administrator) > List. On the Credit memos page, click View next to the credit. The Apply subtab on the credit memo shows which bills were credited.
• From a Payment – Go to Transactions > Customers > Accept Customer Payments > List (Administrator). On the Payments page, click View next to the payment. The Credits Applied subtab on the payment shows which credits were applied.