How to enter and apply a credit memo or delayed credit?

1 Answer(s)

    Learn how to give a credit memo or a delayed memo to a customer.

    Enter and apply the credit memo

    Enter a credit memo

    • Go to the toolbar and click on the plus(+) icon.
    • Select a credit memo from customers.
    • Fill the required fields such as customer name, date, product items, quantities, and amounts.
    • Select save and close.

    Apply the credit memo

    • Go to the toolbar and click on the plus(+) icon.
    • Select a receive payment from customers.
    • Fill the required fields as follows:
      • Select the credit memo under credit.
      • Verify that the total to pay is correct after applying the credit memo.
      • Select save and close.

    Enter and apply for a delayed credit

    Enter the delayed credit.

    • Go to the toolbar and click on the plus(+) icon.
    • Select a delayed credit from customers.
    • Fill the required fields such as customer name, date, product items, quantities, and amounts.
    • Select save and close.

    Apply for the delayed credit

    • Go to the toolbar and click on the plus(+) icon.
    • Select an invoice from customers.
    • Select the appropriate customer and fill out the required fields.
    • Available delayed credits are listed on the right pane of your invoice (if you don’t find this, click on the arrow next to the invoice balance).
    • To add a delayed credit to the invoice, choose to add (if you add a delayed credit to an existing invoice with a prior period date it will effect the prior period balance).
    • Select save and close.
    Answered on July 16, 2019.
    Add Comment

    Your Answer

    By posting your answer, you agree to the privacy policy and terms of service.