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Applying a Credit Memo is it possible?

  • Mar 20, 2024 4:54 PM UTC
  • 2 replies
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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.

 

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      2 replies

      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.

       

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        Freshman I
        • elizabeth22
        • Author
        • Freshman I
        • Mar 20, 2024 5:38 PM UTC

        Thank you so much. 

        It worked.

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