apply credit memo to invoice quickbooks online

#Apply credit memo to invoice quickbooks online update

You can open each transaction, and if you think they shouldn't be recorded, you can click on the Delete button from More.Īs always, click the Reply button if you have any other questions.

Go to the Transaction List column, then filter the transactions to Credit memos.

Click on the customer's name you want to open.

Go to the Sales menu at the left pane, then select Customers.

If you wish to have a detailed view of the transaction/s, click on the View link under History.Īlso, you can check for the customer's unapplied credit memos by following these steps:

Once completed, scroll-up/down the page to review the credit memo/s added, and who recorded to QuickBooks.

Filter the users and the period of transactions you want to see.On the Audit Log window, click on the drop-down arrow beside Filter.If you wish to, you can visit the Audit Log to check for those transactions. There may be credit memos recorded for that specific customer reason why they show up when recording invoice payments. You're always welcome and thank you for getting back to us here on the Community page, me to share additional insights about customer credits in QuickBooks Online.

#Apply credit memo to invoice quickbooks online update

Update me with the result by adding a comment below. This helps us narrow down the cause of this unexpected behavior. If the problem continues, let's try deleting and recreating the transactions after turning off the automation of applying credits to invoices.

Also, using other supported browsers can help us narrow the cause of this behavior. If that works fine using a private browser, go back to your original browser and clear its cache to start fresh as suggested by MorganB above.

Internet Explorer: press Ctrl + Shift + P.

Mozilla Firefox: press Ctrl + Shift + P.

To save you time, use either of these keyboard shortcuts: Sometimes the regular browser tends to hold into information and over time can cause problems while working with QuickBooks. In your case, you can try using a private window to replicate the process. Thank you for the detailed information, invoices won't automatically be paid or applied for the existing credits when the Automatically apply credits feature was turned off from the Account and Settings.