Hello,
rodrigocid34 wrote:
Hi!
Does anybody know why its not possible to select a credit or debit memo when the Reverse and Apply to Memo action is selected in a Receivable Invoice? The user case is that I need to increase the amount of the original invoice to increase the outstanding balance of a customer and to do that a Debit Memo should be created
Thanks!
- Reverse and Apply Action will create a Credit Memo for the full amount of your original invoice and the Credit Memo will be applied to the original invoice. You will need to manually create a replacement Invoice to your customer (or a Debit Memo to replace the original invoice if you prefer).
- Reverse and Apply Action will not create an Invoice or a Debit Memo to replace the original Invoice.
- Reverse and Apply Action will not create an incremental Debit Memo, such as to increase the amount of the original invoice for forgotten shipping charges or incorrect pricing.
- Reverse and Apply Action will not allow you to choose what type of documents are created during the Reverse and Apply action.
rodrigocid34 wrote:
note: I know that one way to do it is creating first the debit memo and then apply it to the original invoice but I want to use the Reverse and Apply memo action.
We cannot apply Debit Memos to Invoices - both Debit memo and Invoices increase the customer’s balance and cannot be connected to each other, even if related. When a Payment arrives, Payment can be applied to an Invoice and the related Debit Memo at the same time.