MOVING AN APPLIED CREDIT MEMO TO A DIFFERENT INVOICE
You have applied a credit to the wrong invoice and are having a hard time figuring out how fix the error.
You can change the invoice to which a credit was applied. This task requires several steps, but if you follow the instructions a step at a time, it's not as complicated as it seems.
1. Open the invoice that you applied the credit to, in error
2. Click the History button at the top of the window
3. The History Window will open showing a list of all transactions linked to this invoice.
4. Highlight the credit you want to change, and click Go To, to open the original credit transaction.
5. Change the customer name to another customer. (It doesn't matter which customer you choose because you're going to change it back (you might want to create a customer named Customer Test (or something similar, to use for corrections like this).
6. Click Yes in the warning dialogs QuickBooks displays about the results of making this change.
· You have now severed the link between the credit and the invoice to which it was originally applied and QuickBooks returns to the original invoice window where you will see the increased balance due – Save & Close.
7. Open the credit transaction you just moved to the “fake” customer by double clicking on it in the Customer Center.
8. Now, change the customer name back to the original customer name.
When you save the transaction, QuickBooks offers the original choices for applying this credit, so you can choose the right invoice.
As always, if you need help or want more information about this process, please call 760-722-6839 or visit http://tinyurl.com/ybg6fy2 and enter "Reapply CM" in the Additional Comments box and we will contact you.