Make sure the total is correct after applying the credit memo, then click Save and close.Fill out the rest of the form, including the Payment date.Leave the Payment method, Reference no, Deposit to, and Amount received fields blank.For the open invoice in the Payment column, enter how much of the credit you want to apply.In the Outstanding Transactions section, select the open invoice you want to apply the credit memo to, then select the credit memos you want to apply.In the Customer dropdown, select the customer.Select + New, then choose the Receive payment option. Once you're done, go ahead and apply the credit memo to an invoice (if the credit memo auto-apply feature is turned off). You can turn off this feature anytime if you want to decide which open invoices you want to apply credit memos to. This lets QuickBooks automatically apply credit memos to customers' balances or open invoices. Then, you can also turn on the credit memo auto-apply feature (if you haven't already).
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