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Applying a Credit Memo is it possible?

  • March 20, 2024
  • 2 replies
  • 151 views
E
Freshman I

A credit memo was applied to an invoice and now we realize this was a mistake.

Can it be unapplied? If so, please advise how?

Best answer by MuthumaliDhanushika27

Hello @elizabeth22 

Please test these steps in a test tenant first before doing a live tenant.

1.Go to payment and application screen (AR302000)

2.Open the relevant credit memo

3.Go to application History tab

4.Reverse the applied invoice.

 

    E

    2 replies

    M
    Acumatica Employee
    Forum|alt.badge.img+1

    Hello @elizabeth22 

    Please test these steps in a test tenant first before doing a live tenant.

    1.Go to payment and application screen (AR302000)

    2.Open the relevant credit memo

    3.Go to application History tab

    4.Reverse the applied invoice.

     

    E
    Chris Hackett
    E
    Freshman I
    • elizabeth22
    • Author
    • Freshman I
    • March 20, 2024

    Thank you so much. 

    It worked.

    Chris Hackett
    M
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