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Credit Memo - void

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Posted on by JG-25011927-0

Can someone please advise me how to void (or reverse) a posted credit memo? It was not one created as a corrective sales invoice. I created the credit memo to offset service charges and simply made a typo on the amount. I just want to void (reverse) the credit memo.

Thank you,

Jane

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Dynamics 365 Finance

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Anton Venter 20,656 Super User 2026 Season 1 on at

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Hi,

If I understand your question correctly, you just have create a new memo again with the same accounts and amounts of the memo that you want to reverse, but with negated amounts. The total balance of two memos will then be 0.

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JG-25011927-0 30 on at

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I only created one credit memo that I want to reverse. Can I simply do a Sales Invoice to offset it or is there a better way to reverse (essentially voiding) the memo?

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Paolo Cecchelli 610 on at

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Hi Jane,

yes to do a Sales Invoice to offset it is the best way because by doing that you take care of multiple fatcors:

1) The inventory that is returned with the credit memo (if any) is returned to stock with the same value;

2) the financial accounts are credited back (be careful that in some localization there can be different posting accounts for Credit note and revenues. in that case you can use the filed on the Sales order line "Main account" to force the original revenue account. Be careful that it works only wioth invoices and not for credit notes);

3) you can then settle the new invoice with the Credit memo on the customer master to not touch the outstanding balance.

Best regards,

Paolo

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