Reversing the application of credits to incorrect invoices

[DeeC]

Hi all,

I have applied a credit to an incorrect invoice. I have tried going back to the customer details and the register, but this transaction does not appear.

If I select the invoice which was incorrectly paid by this credit, the transaction history shows the original adjustment note that had generated the credit, but I can not find the actual transaction so I can change or delete it.

Does anyone have an idea of what I can do to change this transaction? Your help is appreciated. Am using Quick books Pro 12/13.

[qbqcca]

I have found a work around for this. Its a little involved but it does work.

Using the Find Function Ctrl-F search for the Credit Note number you are trying to correct.

Once the Credit Note is in the Find Window, double click on it,
and when it is displayed, (here is the tricky part) change the customer name to one name above or below your customers name in the customer list and save it.

This breaks the link between the Credit Note and the Invoice.

As the credit note is still showing in the find window, double click on it again and change the name back to the original Customer Name.

Then you can re-apply the Credit Note as you wish.

Hope this helps
Warren

[DeeC]

Thank you so much!
That was entirely painless

[qbqcca]

Thank you for your reply.
Your entirely Welcome

[eric9090]

Originally Posted by qbqcca

I have found a work around for this. Its a little involved but it does work.

Using the Find Function Ctrl-F search for the Credit Note number you are trying to correct.

Once the Credit Note is in the Find Window, double click on it,
and when it is displayed, (here is the tricky part) change the customer name to one name above or below your customers name in the customer list and save it.

This breaks the link between the Credit Note and the Invoice.

As the credit note is still showing in the find window, double click on it again and change the name back to the original Customer Name.

Then you can re-apply the Credit Note as you wish.

Hope this helps
Warren

Help appreciated, I was asked the same thing but I couldn't answer now I found out why, it is because I was not entering a name above or below but it is all good now, thanks.