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

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      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.
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