Apply posted credit memo to a different customer's invoice

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Hi All, we have a credit memo with customer #00001 and we wanna apply it to an invoice with customer #00002. However, I cannot apply it in Customer Ledger since it is limited to the same customer. Is there any other way to do it?

Thanks a lot.

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TonyMatt 510 on at

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Hi,

No, you cant do that. You need to reverse and raise the credit memo correctly against #00002 unless you customise it and require your accounts in a different/weird way (I haven't seen any of my customers doing in that way though).

Regards,

Cecil

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Amol Salvi 18,698 on at

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No system will not allow this.

Why you would like to do this ?

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Maneesha 5,891 on at

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Fifififi ,

Its impossible you cannot do it

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Alexander Ermakov 28,096 on at

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You can't do this directly. What you can do, is to transfer the amount from one customer to another first, and then apply it. For this, you need to e.g. in the financial journal, enter two lines with account no. but without balancing account no:

- first line you will create an invoice for the customer #00001

- second line is a credit-memo for customer #00002

then, apply invoices to credit-memos in both customer ledger entries

Alternatively, you can create invoice for customer #00001 and apply it to credit-memo; then, create new credit-memo already for customer #00002 and also apply it.

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Community Member on at

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Thanks all of you.

Since customer #00001 and #00002 pay together, I just wondering whether the credit memo of #00001 can be applied to the invoice #00002.

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Alexander Ermakov 28,096 on at

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No, it can't be applied directly. You need first to transfer the balance from #00002 to #00001 as we suggested above.

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