Microsoft Dynamics NAV (Archived)

Return Posted Invoice

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Posted on by jsshivalik

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How to create a return of Posted Sales Invoice . How we can trace that it is return Invoice

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Saurav.Dhyani 14,380 Super User 2025 Season 2 on at

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HI,

You will not create a Return Posted Sales Invoice here is how you need to proceed.

1. For Reversing a Invoice (Financial Impact) you will create a credit memo and

2. For Reversing a Shipment you will create a Return Order.

Read here - docs.microsoft.com/.../sales-how-process-sales-returns-cancellations

** In the Newer version of NAV / BC Microsoft have added these actions in standard NAV.

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Amol Salvi 18,698 on at

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Follow this link

docs.microsoft.com/.../sales-how-process-sales-returns-cancellations

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Genie Cetas 472 on at

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Hi,

By using Sales Credit Memo, You can return back the Invoice entries. You can find the reversed document in Posted Sales Credit Memo.

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jsshivalik 3,099 on at

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Hi

Is there any Posted Sales Credit Memo table. I have seen only Sales Credit Memo Header. How we can see that it is return against Sales Invoice

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jsshivalik 3,099 on at

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Hi Saurav

From where i should create Credit Memo . Then how i will check that it is Sale Return.

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Saurav.Dhyani 14,380 Super User 2025 Season 2 on at

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Hi,

Let's understand it like this -

When you post a sales order (Ship and Invoice) following things happen -

1. Posted Sales Invoice - Invoice is about the Money that we need to collect from the customer.

2. Posted Sales Shipment - Shipment is about the inventory that is shipped to the customer.

Now to Reverse this transaction there will be two parts -

1. A Sales Credit Memo - against the Posted Sales Invoice which will reverse the financial impact of that order.

2. A Sales Return Order - against the Posted Sales Shipment which will reverse the inventory shipped to the customer.

Create a Sales Credit memo for the customer. Select the action - Get Posted Document Line to Reverse and select all lines for the Posted Invoice and system will automatically add those lines in Credit memo and Post-it.

Repeat Sames activity with a new Sales Return Order and Post that to completely Reverse the transaction.

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RockwithNav 8,598 Super User 2025 Season 2 on at

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Why not to go ahead with Sales Return Order and do Receive and Invoice!!

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