web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Post A Credit Memo wit...
Small and medium business | Business Central, N...
Suggested answer

Post A Credit Memo with no corresponding Sales Invoice

(0) ShareShare
ReportReport
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
I have the same question (0)
  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,035 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 90,632 Super User 2025 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 1,035 Moderator 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Our Community Code of Conduct has been updated!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
Sumit Singh Profile Picture

Sumit Singh 2,857

#2
Sohail Ahmed Profile Picture

Sohail Ahmed 2,687 Super User 2025 Season 2

#3
Jeffrey Bulanadi Profile Picture

Jeffrey Bulanadi 2,203

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans