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A/R Auto Credit Memo Application

  • 17 November 2022
  • 3 replies
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Userlevel 3
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Is there a way to turn off Auto application of Credit memos in accounts receivable?

I want to be able to choose what credits get applied to what invoices so the customer and I are on the same page.  I can do this by un-applying the credits, but this is making more lines than necessary and extra steps to the process.

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Best answer by BenjaminCrisman 17 November 2022, 16:55

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Userlevel 3
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But wait there is more, the auto application did not factor in the early pay discount (since the credit was a deposit/prepayment)

Userlevel 7
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Hi @jyounes! Do you have the option selected on the customer to Auto-Apply Payments?

According to the help documentation this will also apply Credit Memos

Userlevel 3
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Thanks! I was looking under A/R Settings!  That customer was checked, I will review my customers and make sure they are off.

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