I'm happy to provide additional insight about applying credits to invoices.Īt this time, the only option to apply credits to an invoice is by checking the Apply existing credits box at the bottom of the invoice. I got your back and I'm ready to lend a hand. Once connected, you can also request a screen-sharing session so they can further view and check your set-up.Īdditionally, here's a helpful resource that you can access to look for guides whenever you encounter navigating your QuickBooks account: QuickBooks Help page.įeel free to post here again if you have any other concerns in creating a credit memo in QuickBooks. If you're having trouble performing the task, I recommend reaching out to our Technical Support team to assist you in creating a credit note. For reference, feel free to check this article: Create and apply credit memos in QuickBooks for Mac. In QuickBooks Desktop for Mac, the steps in creating a credit memo or credit note and linking it to the existing invoice of the customer were already provided by my colleagues above. Thanks for posting here, I'm here to ensure you'll be able to apply a credit memo to the invoice in QuickBooks.įirst off, let me discuss information about the process. Simply tag me in your reply and I'll get back to you as soon as I can. I'm all ears if you need more help managing your credits and invoices. In the meantime, you'll want to manually apply the credit memo to your invoice.įurthermore, I've added this resource that contains details to help you efficiently manage your QBDT for Mac: QuickBooks Desktop Mac Guide.
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