Apply a Credit Memo on a Customer Payment

  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.Note: If you check the Auto Apply box, NetSuite applies this credit amount to the oldest outstanding invoices, but does not auto-apply existing credits or deposits.
  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.

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