Ar credit memo4/1/2024 ![]() Similar to CLM1's situation, I take it that you've also processed the overpayment through the Receive payments screen.Īs you've noticed, the credit memo won't show in the Customer's transactions list. I'll help you out in managing the credit transaction. I appreciate taking the time to follow-up with your concern on the credit memo. I had to go in and VOID the Credit Memo so I could bring their account back into balance. When I tried to provide a Credit Memo, there account showed (-1,500.00) in their favor. I'm just not sure how to provide them with a Credit Memo after the facts mentioned above. However, now I'm being asked to provide them with a Credit Memo for both overpayments because of a new process or else all of our invoices that we send to them will continue to be overpaid. ![]() I was asked to leave the overpayment ( Retain as an available credit) as credit for their next invoice.Īll of their payments have already been deposited and recorded as received in my Business account and have been reconciled. Then, they overpaid their March invoice (again) only this time by $14.00. We sent out their March invoice, which was reduced by $150.00, owing to the credit that was applied, from February's overpayment. I was asked to leave the overpayment ( Retain as an available credit) as credit for their next invoice, which I did. I have a client that paid their invoice in February. I'm not connecting the dots: let me explain. Thank you, CharleneMae_F (QuickBooks Team) Once completed, you can run the Sales by Item Detail report. By doing so you'd see whether the credit memo is properly applied.ĭon't hesitate to click the Reply button if you have other questions about creating a credit memo in QuickBooks Desktop.
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