From the Credit Memo:

  1. In Records, click Credit Memos
  2. Open the Credit Memo to be applied to an invoice
  3. On the Credit Memo tab, unpaid invoices are shown under Application History
    Note: If no invoices are showing, select Show all unpaid invoices from the drop-down menu
  4. To automatically apply the credit memo (starting with the oldest balance first), click Auto Apply. To apply the credit memo to a specific invoice, highlight the invoice and click Apply, entering an amount if applicable

From the Invoice:

  1. In Records, click Invoices
  2. Open the Invoice
  3. On the Payments/Credits tab, unapplied Credit memos are shown at the bottom of the screen
    Note: If no Credit Memos are showing, select Show all Credit Memos from the drop-down menu
  4. To automatically apply the credit memo (starting with the oldest balance first), click Auto Apply.  To apply the invoice to a specific credit memo, highlight the invoice and click Apply, entering an amount, if applicable