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Dynamics 365 Community / Forums / Finance forum / Free Text Invoice link...
Finance forum

Free Text Invoice link to Free Text Credit Note

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Posted on by Keyla.C 87

Hi,

Is there a way after creating a Credit Free text Invoice to settle a Free text invoice created, to see to what Free Tex Invoice the Credit Free Text Invoice is linked to?

For example:

Free Text Invoice (Invoice number 001) :                    100 

Credit Free Text Invoice (Invoice number002) :         -100

Where do I see that Free Text Invoice 001 is linked to Credit Free Text Invoice 002?

Many Thanks

Categories:
Financial Management
I have the same question (0)
  • MYGz Profile Picture
    MYGz 2,199 on at

    I'm not sure but you may try this:

    1. Go to All Customers.

    2. Select (highlight) the Customer that is present in the Free Text Invoice.

    3. Click on Collect Tab.

    4. Then click on "Closed Transaction Editing".

    5. Now check the Invoice001, it will auto check Invoice002 indicating they both are marked together. Conversely if you don't find Invoice001 and Invoice002 in closed transaction editing form that means you should find it in "Settle Open Transactions". There you can mark both of them and settle.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,132 Super User 2025 Season 2 on at

    If it is about settlements, then indeed, you can use the settlement feature and see what transactions are linked.

    If you have a scenario where you have an invoice which is paid by the customer and you will create a credit note that will be settled with the next invoice, there is no link between the original invoice and the credit note. In this last scenario, you would need a customization to add a field where you can actually link the invoices directly instead of using the settlements feature. Another downside of the settlements is that you can reopen and close them again.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Agree with Andre here.

    To clearly have a linkage between the original invoice and the credit note that cannot be 'unlinked' or broken you will need a customization.

    Yet, before spending the money for that you can think about costless alternatives that might be available such as entering information in reference fields or a custom field that you use for that purpose.

    Always keep the cost-benefit principle in mind before making such kind of customizations.

    Best regards,

    Ludwig

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