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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to create a custom...
Small and medium business | Business Central, N...
Answered

How to create a customer debit memo in BC

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Posted on by Moosiah22 42

Hello all,

I have been using SL for the last 7 years and in SL if there was an old unused or partially used credit memo that was never used we could either refund it to the customer OR create a debit memo. The debit memo would offset the credit memo and the account would be cleaned up. Is there a way to create a debit memo for a customer credit memo in BC? I only want to debit out the unused portion of the existing credit memo (but not issue a refund to the customer). If there is no debit memo option (and I'm not seeing one) can someone please let me know best practice for this?

Thanks!

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Dynamics 365 Business Central
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  • Verified answer
    Dirk Profile Picture
    Dirk Microsoft Employee on at

    Hello,

    No, in BC we don't have a "debit memo".

    Instead you can create a transaction with the Document Type "blank" through sales journal or a general journal.

    Another option would be to use the Document Type "Invoice".

    If you use the "Correction" check mark and enter the debit amount with a negative decimal, then you also correct debit and credit amounts / balances.

    pastedimage1600956502826v1.png

    Hope this helps

  • Moosiah22 Profile Picture
    Moosiah22 42 on at

    Thanks Dirk! That correction method with the negative debit looks like the way to go for me!

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