How to Unassign Credit Memos from Transactions and Invoices

Need to update or reverse how a credit memo was used? In COUNT, you can easily unassign a credit memo from either a transaction or an invoice — giving you the flexibility to reapply it elsewhere or update your records.

Steps to Unassign a Credit Memo

1. Go to Invoices & Estimates

From the left-hand sidebar, click Invoices & Estimates.

2. Open the Credit Memos Tab

Navigate to the Credit Memos tab and click on the credit memo you want to modify.

3. View Assignments

Once the memo opens, click on the Assigned Transactions & Invoices tab.

4. Expand the Section**

Below the memo’s status, you’ll see two sections — Transactions and Invoices.

Click the chevron arrow icon on the right of each section to expand and view what the memo is currently assigned to.

5. Select the Assigned Item

Click on the invoice or transaction you want to unassign the memo from.

6. Click Unassign

On the right side of the screen, click the Unassign button. The credit memo will be detached from the selected invoice or transaction.

Note: If you want to learn how create and assign memos, please follow this help center article.

Unassigning credit memos is quick and keeps your records flexible when changes happen. If you're unsure whether to reapply or refund, feel free to contact our support team for help.

Updated on: 23/07/2025