Apply Purchase Credit Memo – GoldFinch Clientcare

Applies toApply Vendor Payments

AudienceAll users

Last updatedOctober 03, 2025

In this article

Overview
Apply from the Purchase Credit Memo Object
Select Purchase Invoices to Apply
Post the Application
Unpost Application

Overview

After a Purchase Credit Memo is posted, you can apply the document to one or more invoices.

Note
You can also select both Purchase Credit Memos when applying Vendor Payment.

Apply from the Purchase Credit Memo Object

From the Posted Purchase Credit Memo, select the Apply Credit Memo button.

Select Purchase Invoices to Apply

An application window will open showing all open Vendor Ledger Entries with Document Type = Invoice, and with the same Currency Code and GL Ledger.

Put a Check to select all the entries to apply the Purchase Credit Memo.
The Applied Payment amount will populate with the remaining amount or the remaining amount to apply from the Sales Credit Memo.
The Applied Discount can be entered manually.

Post the Application

Once the Application has been applied, select the Post Application button.

You cannot post the application if the Applied Balance is a negative number.

Note
If the Exchange Rates are different between the Credit Memo and the applied Purchase Invoices, GoldFinch will calculate and post the Exchange Rate Gain/Loss.

Unpost Application

From the Purchase Credit Memo, navigate to the Vendor Ledger Entry page to unapply.

Article Apply-Purchase-Credit-Memo · Last updated October 03, 2025 · GoldFinch ERP Help Center