• 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

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

      Note:
      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