Credit memo is used to record any refund. It is basically a commercial document that is generally issued to a buyer for the refunds made by him. Memos created within QuickBooks appear in the accounts receivables tab that further appears under the customer’s center section.
Since these memos inflate the overall credit for a customer, thus you need to void or delete them, once settled. If you have created the memo all by mistake then it would be better to simply delete them instead of settling them in any other transactions.
Follow the step by step instruction and you will be able to get rid of Credit memo completely.
Though the above-given method is all you need to resolve your query, in case if you find it difficult following the method above, then check out these steps:
There are sometimes when you would not want to void or delete a memo but simply unapply them within the program. If there is anything you plan to do then follow these simple steps:
If for any reason, the above-given method doesn’t work then simply click on the credit memo and change its name. You can do that by heading over the Customer job tab. Once done, save the settings with changed name. This will unapply your memo.
If in future you plan to reapply the memo then you simply will have to change the name back to what it originally was. This simple trick will again reapply your memo to the customer or vendor.
If you follow the sequence all step by step then your issue will be fixed in no-time. But if you face any issues or want Quickbooks proadvisor help then give us a call now.
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