Associate a Credit Note with an Invoice

Posted by Zephr on October 31, 2006, 3:26 pm

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I have issued a credit note for an invoice, but the invoice still shows up,
as does the credit note, on the statement to my customer.

How can I associate the credit note to the invoice so the invoice will no
longer show up on statements as having a balance?

Posted by Laura on October 31, 2006, 4:13 pm

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>I have issued a credit note for an invoice, but the invoice still shows up,

>as does the credit note, on the statement to my customer.

> How can I associate the credit note to the invoice so the invoice will no

> longer show up on statements as having a balance?

Go to Customer>>Receive Payment. Select the customer and the invoice to pay
off by highlighting the invoice. Next click on the Discounts & Credit
button, select the Credits tab. Now select the credit memo issued for this
invoice. Click on done/okay until you are finished. It will result in a zero
payment but both the invoice and the credit memo will be cleared from the
ledgers.