![]() Step 5: Ensure that you have chosen the right invoice by visiting the Outstanding Transactions section Step 4: Input all the important information required once you land on the Receive Payment window ![]() Step 3: Find the invoice for which you wish to apply the credit memo to and tap on Receive Payment Step 2: Select and click on the customer’s name for which you are willing to apply the credit memo Step 5: Select Save and close to successfully create the credit memo Steps to Apply Credit Memos in QuickBooks Online Step 3: Insert the date of the Credit Memo Step 2: Select the customer’s name for which you are willing to create the credit memo Step 1: Tap on the Plus (+) icon and choose Credit Memo Steps to Create Credit Memos in QuickBooks Online Let this article be your guiding light for finding the right directions to creating and applying credit memos on QuickBooks Online. Well, that’s what this article is here for. The credit memo can be applied for a given customer with respect to an open invoice associated with it.īut how would you create a credit memo and apply it to an invoice?.A certain amount of store credit is being sanctioned or given. ![]()
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