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

Announcements

The Next Big Bite | Aussie Classics & Starting Small with Clay Wesener | EP04
Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Business Central forum / negative invoice
Business Central forum

negative invoice

(3) ShareShare
ReportReport
Posted on by w0218339@selu.edu 25

I had prepayment. After work was completed and planning lines moved and invoice created and negative lines added with prepayment amount my invoice is negative. How can I refund customer money after?

Categories:
Other
I have the same question (0)
  • Hannes Holst Profile Picture
    Hannes Holst 5,767 on at

    hi,

    You can create a Payment in the Payment Journal.

    When the Payment is posted, you can apply the Invoice against the Payment.

  • w0218339@selu.edu Profile Picture
    w0218339@selu.edu 25 on at

    We offer services and go through jobs moving ledger entries into planning lines and then into invoice. I create negativi line in planning lines with prepayment amount. When proforma created i have difference of 16000 bit it’s negative meaning i owe customer. Can i post negative invoice and then create negative credit memo against that invoice ? Or how else can i do it? Do i apply just part of prepayment leaving part just in customer account?

  • BenSydney Profile Picture
    BenSydney 32 on at

    I don't think that you will be able to post a negative invoice.

    If the total of the planning lines are negative, why don't you move all the planning lines (the positive and negative ones) to a Credit Note?

    After Credit Note has been posted, you can then do the customer refund from a payment journal, linking this to the posted Credit Note.

  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 23,136 Super User 2026 Season 1 on at
    The best approach is to move all planning lines, to a Credit Note. After posting the Credit Note, you can process the customer refund using the Payment Journal and link it to the Credit Note. This will effectively handle the refund and adjust the customer's account appropriately. Posting a negative invoice directly might not be feasible or recommended.
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 8,220 Moderator on at
    for prepayment, this should be normal behavior. Please refer to the link for more reference
     
     

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

The Next Big Bite | Aussie Classics & Starting Small with Clay Wesener | EP04
Check out the Community Spotlight Video Series

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Business Central

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans