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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Small and medium business | Business Central, N...
Answered

Reversing Posted Sales Credit Memo

(1) ShareShare
ReportReport
Posted on by 5
   
 
 
 
I am in the set-up phase of switching over to Business Central. I have created a fake customer to test. I created a sale invoice, then paid the invoice under the customer's profile. I went to reverse the entry and it told me to create a separate sales credit memo for the two transactions ($10.55 and $3.00). However this did not offset the payment made. I am now left with a negative 13.55 balance in my accounts receivable and a positive 13.00 (55 cents is sales tax) in net income.
 
When I go to delete the exact memo for each item I get the first box error.
 
When I go to reverse the transaction from the ledger it gives me the second error.
 
The third box is how the transactions show in the Customer's ledger.
 
Literally cannot find a thing to fix this. All the articles and previous posts about similar issues doesn't apply to this one.
 
 
I have the same question (1)
  • Verified answer
    YUN ZHU Profile Picture
    95,599 Super User 2025 Season 2 on at
    Hi, An important prerequisite for using the standard Reverse function is, The entry must originate from a journal posting.
    So if you posted from the Sales Credit Memo page, you cannot reverse it directly.
    So you need to create an identical Sales Invoice posting to reverse this Sales Credit Memo. You can use the Copy Document function.
     
    As for the error you received when deleting, I hope the following information can give you some tips.
    Can we delete Posted Documents (Posted invoices and credit memos)???
     
    Thanks.
    ZHU
  • Community member Profile Picture
    5 on at
    THANK YOU!!!!

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

Quick Links

Responsible AI policies

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

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 2,785

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 1,007 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 948 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans