• In Configuration, click Business Rules.
    • Select the Invoice option.
    • Mark the Change invoice status to paid when applied credit reduces balance to zero checkbox.
    • Apply the credit memo to the invoice.

    Note: This is not a retroactive change. Invoices which have been reduced to zero through credit memos will not change to paid status automatically

    To change the status of the invoice to PAID:
    • After marking the checkbox in Business Rules in the steps above, unapply and reapply the credit memo to the invoice

    • Record a zero dollar check to change the invoice status to paid

      If the invoice is marked PAID and is appearing on the open invoice report, change the dates selected for the Open Invoice Report to include the credit memo dates