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# 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 ****Sell****, then 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/1/6/3/91638a2a950a6000/e7684d70-875f-408f-97b1-4bcd5e_lyai31.png)

****3. View Assignments****  
Once the memo opens, click on the ****Assigned Transactions & Invoices**** tab.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/9/5/c/295ca4c76e8ba800/739e4dc6-0c64-4e1c-8434-23c936_qyyxs1.png)
. 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/8/9/e/589e0306acb1c800/14306dde-a9cf-49a2-86ba-746388_ko6b0u.png)

****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.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/c/3/b/bc3bf018d390f800/d5b5c009-9b36-41e6-8947-2910d0_fululw.png)

| Pro Tip: After unassigning a credit memo, you can reapply it to a different invoice or transaction at any time — just return to the Credit Memos tab and use the Apply Invoice or Assign Transaction options.

****Note:**** If you want to learn how create and assign memos, please follow this [help center article](https://support.getcount.com/en/article/how-to-create-and-assign-credit-memos-in-count-1jh4v06/).

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.