How do I apply a payment to a client for an open credit memo

Hi there, @suzanne76. I’d be happy to help you apply a credit memo or payment for your client.
 

To get started, could you confirm a couple of details so I can provide the right steps?
 

 1. Are you applying the credit memo to an unpaid invoice? If so, please know that Credit memos can be applied directly to open invoices for the client. If an invoice already exists, you can follow the steps below to apply the credit. If there isn’t an invoice yet, you’ll need to create one first before you apply the credit.
 

Here’s how to apply the credit memo to an invoice:
 

1. Go to your client's profile.
2. Find the invoice you’d like to apply the credit to.
3. Click on Receive Payment.
4. Select the invoice and the credit memo by checking the boxes next to them.
5. Click Save and close to finalize the transaction.
    

 2. Has the client already sent a payment that needs to be connected with the credit memo? If that’s the case, can you share more details about the situation so I can provide the proper guidance?
 

Feel free to share additional information or ask questions in the comments.