Unapplying Credit Memos

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Posted on by S.Jones

How can I unaply a credit memo from an invoice when a portion has already been applied to a previous invoice and that invoice has been paid and is now historical?

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Hello,

You want to unapply a credit Memo against a posted invoice. Here are the steps:

1. Go to the Customer in question

2. Open the Customer Ledger Entries for the Customer Card (click Related/History/Ledger Entries

3. Find the Credit Memo line and highlight. Click Process/Unapply Entries

4. in the Unapply page you will see the Invoice or document the Credit Memo was applied too. Click Unapply to remove the application.

You know have the Credit Memo available to apply to another document.

Hope this helps.

Thanks,

Steve

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