Close a Credit Memo Without Voiding or Deleting It

Scenario

Close a credit memo without voiding and deleting it.

Solution

1. Navigate to Transactions > Customers > Issue Credit Memos > List.
2. Click Edit next to the Credit Memo.
3. Go to Items tab > Apply sub tab > Mark checkbox for Apply next to the Journal entry.
4. Click Save.

Alternative Step

1. Navigate to Transactions > Customers > Accept Customer Payments.
2. Select both the journal and the credit memo to offset the related Accounts Receivable account. Make sure that the payment amount field is zero.
3. Click Save.

If the user wants this credit memo in future, follow the below mentioned steps:

1. Navigate to Transactions > Customers > Issue Credit Memos > List.
2. Click Edit next to the Credit Memo.
3. Click Apply tab and uncheck the Apply box next to the Journal.
4. Click Save. The Credit Memo’s status is now set to Open.
5. Delete or Void the Journal entry previously entered.