how to apply credit memo to invoice in quickbooks for mac

Apply Credit Memo To Invoice In Quickbooks Free To Post

Is selecting and applying one at a time the only way to do it Is there a place or a way to select multiple.

Is it possible to mass apply credits to invoices We are cleaning up old AR where payments were not applied to invoices and it would be very helpful if we could mass apply the credits rather than one invoice at a time.

Lets ensure that the credit memos we created are for the correct customer so theyll show in the Apply Credits window.

When I try to click an invoice box on the left a pop up box states You cannot apply an amount greater than the total payment plus any existing credits.

Tip: to apply a discount or credit to an invoice, highlight the invoice by clicking on its date and number field.

Every time I try to click a box to the left of the invoice a pop-up box states You cannot apply an amount greater than the total payment plus any existing credits.Tip: to apply a discount or credit to an invoice, highlight the invoice by clicking on its date or number field Note: The credit exists due to a General Journal entry that I made that included Accounts Receivable and the Customer Name.

Please see this article for more information about: Warning: You cannot apply an amount greater than the total payments plus any existing credits.

Thank you for jumping in today and have a wonderful weekend.

When i follow that procedure, another Windows pops up asking to enter an amount.

When i enter the amount, it comes up as The discount amount cannot be more than the amount to pay.

The first option I can suggest is to edit the figure in the Payment amount field.

Change your preference so the payment will be automatically calculated.

Select Payments, then click Company Preferences.

Put a checkmark on the box Automatically calculate payments.

Click OK. Other options you can take for the error message mentioned are listed in this article: You cannot apply an amount greater than the total payments plus any existing credits.

You can either use one of them for a fix, or a combination of the 3.

Apply Credit Memo To Invoice In Quickbooks Free To Post

Feel free to post here in the Community if you have other questions.

Let me clarify. I have a total of 30 invoices that were all paid with one check.

Out of the 30 invoices, there were 18 invoices that needed a 10 discount to to the Covid-19 Impact on my customer.

They have the tools to conduct a thorough investigation for a complete resolution.

Please see this article for more details: Support hours and types.

How To Apply Credit Memo To Invoice In Quickbooks For Mac