Click "Receive payment" beside the invoice you want to apply the credit to.

Click this checkbox beside the credit memo. Then Save and Close.

QuickBooks is a widely-used accounting software developed by Intuit, designed to simplify financial management for businesses of all sizes. It provides a user-friendly platform for tasks like invoicing, expense tracking, payroll processing, and generating financial reports. QuickBooks automates many financial processes, making it easier for businesses to monitor their financial health, prepare taxes, and manage cash flow. With its various versions and integrations, QuickBooks caters to the needs of freelancers, small businesses, and larger enterprises, offering a flexible and comprehensive solution for efficient accounting and financial management.

app.qbo.intuit.com

Applying a credit memo in QuickBooks Online is a simple and straightforward process. A credit memo is a document that reduces the amount a customer owes your business. It can be applied to an invoice or used to create a refund for the customer. Here, we will go through the steps to apply a credit memo in QuickBooks Online.

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