How do I apply a credit memo to an invoice?

[Former Member]

How do I apply a credit memo to an invoice?

[former_member217514]

1. Copy To...

     - Open the Invoice you want to apply the Credit Memo to and click Copy To.. -> Credit Memo.

2. Copy From...

     - Open a Credit Memo, enter BP, choose Copy From... select the invoices you want to apply the credit memo to.

3. Internal Reconciliation

     - Business Partners -> Internal Reconciliation -> Reconciliation

     - Choose the BP

     - Select the Invoice and the Credit Memo you want to link

     - Click Reconcile

[Former Member]

I should have been more specific.  I have an open credit memo and an open invoice for the same business partner but the credit memo is more than the invoice.  So, I only need to apply a portion of the credit memo to the open invoice.  I tried the reconciliation but it would not apply because the totals did not match putting it out of balance.

[Former Member]

Hi,

Please close one of the posting because it is a duplicated question. Better close this one.

Thanks,

Gordon