web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Credit note for projec...
Finance | Project Operations, Human Resources, ...
Answered

Credit note for project invoice

(1) ShareShare
ReportReport
Posted on by Michel C 5
Hello, unable to create Credit Note against a Project Invoice in Project Management & Accounting.
 
Using the function "Select for credit note" and performing the required actions, there is no Credit memo or no Credit memo line created.
This is Item type Project Invoice.
F&O product version: 10.0.40
 
Thank you
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,610 Super User 2025 Season 2 on at
    Credit note for project invoice
    Hi,
    Like Adis mentioned, you can use standard function "Select for credit note" and credit transaction based on their types (e.g. Hour, Fee)
  • Verified answer
    Adis Profile Picture
    Adis 5,494 Super User 2025 Season 2 on at
    Credit note for project invoice
    Hi,
     
    Have you tried the following? If yes, could you tell us where are you stuck?
     
    1.: Go to a project invoice
    2.: Under Functions =>Select for credit note
    3.: On the opened right pane, select hours, expenses etc. and confirm with OK on the very bottom.
     
     
     
    4.: Create a new invoice proposal
    5.: Filter Invoicing method on "Credit notes". This is just to filter, you can put regular billable transactions and credit note transactions in one proposal as well.
    6.: Make sure to select the correct project and dates
    7.: Search, select and press Ok in order to create an invoice proposal as a credit note.
     
     
     
    Kind regards, Adis
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Sohaib Cheema Profile Picture

Sohaib Cheema 823 User Group Leader

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 673 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 491 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans