Credit Memo Payment Application

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Posted on by Sabrina Zimmermann

I am trying to apply a customer check to invoices and one credit memo. Unfortunately the credit memo does not show in my Payment Application screen. The CM is open. Any idea how I can apply the credit to the payment? Thank you!

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Sabrina Zimmermann 25 on at

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Re: Credit Memo Payment Application

Thank you! That solved it. :)
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Community Member Microsoft Employee on at

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Re: Credit Memo Payment Application

You don't apply a credit to a payment since both documents reduce the amount a customer owes you. You do apply a credit to invoices or debit memos. To do that, use the Payment application screen and select the customer. Change the Type from Payment to Credit Memo. In the Number field, hit F3 to look up the open credit memos for the customer. Select the one you want to apply. Then apply to invoices like you would a payment.

Incidently, if this is the only transaction you are doing in the batch, your batch control total will be zero since you are not adding any documents to the system - only applying existing documents.