Credit Memo to customer account, not to invoice item.

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Posted on by addision1

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In NAV 2016 , how do I post a credit memo to a customers account as a sales allowance on their account as a whole and not tied to a specific invoice or item line?

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Amol Salvi 18,698 on at

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You can use G/L Account instead of Item in Credit Memo.

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1. Create a New Credit Memo

2. Select the Customer to receive the credit

3. Enter a G/L Account Type Line, Qty 1, and Unit Price

4. Post Credit Memo

(You can also do it using with a Sales Journal)

This will create a credit memo entry on the Customer's record, which can be applied to Invoices at any time.

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addision1 323 on at

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This is the type of answer I appreciate, very specific. Thank you!

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you're welcome ;)

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Tharanga Chandrasekara 23,118 on at

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Agreed with Giancarlo. I would prefer to use Sales Journal.

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