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Recur360: Credit Memos

Recur360 does not bring in Credit Memos from QuickBooks, nor can we use credit memos to pay open invoices in Recur360. You can only apply a credit memo to an open invoice in QuickBooks. On the next sync Recur360 will see that it has been applied to the invoice and receive the udpated amounts. If there is still an open balance on the invoice after the credit has been applied it will show in the collection center & show the remaining balance. Same for applying payments to Invoices in QuickBooks.

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So if a customer has a credit memo outstanding on their account it would have to be applied to the invoice from QuickBooks, then on the next Sync Recur360 would recognize that update.