How do I un-apply a credit memo from an invoice?

Forum|Forum|7 years ago
March 12, 2019
3 replies
32 views

I applied a credit memo to an invoice when I should have refumded the credit memo instead. How do I un-apply the credit?

QuickBooks Desktop

NOT MY USER ID

Level 5

Locate the appropriate credit memo.
Press Ctrl + H to display History.
Double-click the invoice.
Click Apply Credits.
On the Previously Applied Credits window, clear the selection for credit.
On the Apply Credits window, click Done.
On the invoice, click Save and Close.

AVB75

Yes that is better than deleting or voiding.

cjordan1

I am trying to unapply part of a credit memo (applied to several different invoices) and re-apply to the correct invoice. I followed the below instructions, per a previous question/answer, but the credit is not listed in the "Previously Applied Credits" window. Therefore, I cannot unapply this way. Any other suggestions? Since it was applied to several different invoices, it would not be timely to delete, recreate and apply the credit (overpayment). Please help! Thanks

lindak1119

Level 7

Delete or void the credit memo, then re-enter it.

telrod

But if the credit was already applied to the wrong invoice on a payment for multiple invoices, how do I show paying the original invoice in full and applying the credit to the correct invoice, both of which were paid on the same check? Thank you!

Rochelley

Level 2

This may be an inelegant solution, but I often go to one of the documents where I want to make the changes, i.e. invoice, bill, etc. I change the name to the next name in the dropdown list and save. A message comes up and says that previous payments or credits will be unapplied. Save anyways. Then immediately change the name back to the correct name. Any payments or credits that were previously applied to that document are not any longer, and you can apply things the way you want. Works for me :)

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