How To Apply Credit Memos to Open Customer Invoices

In the main navigation menu, click on the A/R module, expand the "customer payment" option, and click on "receive payment".

Select "start a new session", desired date and book period. Click "Next".

Click on Application/Correction with no Cash Receipt and then click "Next".

Search for the customer either by invoice number, order number, or customer name. Then, click "Next".

Find the credit memo and click on "Process".

Select the appropriate customer invoice to apply the credit memo against and then click "Next".

Review the cash receipt and finalize cash receipt by click "Next".