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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Post A Credit Memo wit...
Small and medium business | Business Central, N...
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Post A Credit Memo with no corresponding Sales Invoice

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Posted on by Earthsafe 10

HI,

WE switched to BC in June 2021.  I need to post a credit memo for items returned on a sales invoice in our old accounting software.

The system will not allow me to post the credit memo because there is no sales invoice in BC to apply it to.

I have already sent payment to our customer.

Any suggestions on how to post the credit memo?

Categories:
Dynamics 365 Business Central
  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,027 on at
    RE: Post A Credit Memo with no corresponding Sales Invoice

    Hi,

    I was facing same issue in one of my client. So I was developed one Field in Sales Header and shown in Sales Credit Memo. Field nature is Boolean. If it is true, then bypass the system validation.

    Regards

    Amit Sharma

    www.erpconsultors.com

    www.linkedin.com/.../

    Press Yes if info is useful.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,883 Super User 2024 Season 2 on at
    RE: Post A Credit Memo with no corresponding Sales Invoice

    Hi, have you tried using the Sales Journals page?

    pastedimage1662539557856v1.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 993 Super User 2024 Season 1 on at
    RE: Post A Credit Memo with no corresponding Sales Invoice

    Just go to sales credit memo and register a credit memo but without filling in the assign to fields.

    Then you can post the credit memo and manually apply it to the payment afterwards.

    pastedimage1662504210558v1.png

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