Invoice is not Showing in the Apply Tab of the Credit Memo Created from the Invoice

Scenario

User created a Credit Memo from the Invoice but the Invoice is not showing under Apply tab of the Credit Memo.

Solution

This happens if the Invoice is Paid in Full and there is a related Payment record.

To apply the Credit Memo:

STEP 1: Unapply the Invoice IN8859_58248_0001 to Payment PMT1658:

1. Navigate to Transactions > Customers > Accept Customer Payment > List.
2. Click Edit beside the Payment record.
3. Click Apply.
4. Unmark Apply check box beside the invoice.
5. Click Save. Note: Invoice and Payment record will re-open.

STEP 2: Create a Credit Note for Invoice IN8859_58248_0001:

1. Open the above re-opened invoice.
2. Click Credit. Note: It will direct to Credit Memo page.
3. Click Items.
4. Click Apply.
5. Mark Apply check box beside the invoice.
6. Click Save Note: The Invoice now has a status Paid in Full credited by Credit Memo issued to the Customer.