How Credit Memo applied in Customer invoices

In NetSuite, credit memos can be applied to customer invoices through several navigation paths. Here are the main ways to do this:

1. From the Customer Invoice Record:

• Navigate to Transactions > Sales > Create Invoices.
• Open the specific customer invoice you want to apply the credit memo to.
• Look for the Related Records tab, and then select Credit Memos to apply the relevant credit memo.

1. From the Credit Memo Record:

• Navigate to Transactions > Sales > Enter Credit Memos.
• Create or open an existing credit memo.
• In the Apply tab, you can select the customer invoice to which you want to apply the credit memo.

1. From the Customer Record:

• Navigate to Lists > Customers > All Customers.
• Select the specific customer.
• Go to the Transactions subtab, where you can see the related invoices and apply credit memos directly.

1. Using the Customer Payment Record:

• Navigate to Transactions > Customers > Accept Customer Payments.
• When processing a payment, you can apply the credit memo directly in the payment screen.

1. Via Bulk Processing (if applicable):

• Use the Bulk Processing feature to apply credit memos to multiple invoices at once, which can be found under Transactions > Customers > Apply Customer Payments.