SALES CREDIT MEMO FOR INVOICE WITH PAYMENT DONE

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Posted on by Community Member Microsoft Employee

When we try to Post a Sales Credit Memo for an Invoice which payment was already done, the process says that we cannot do that Post.

The reason is because all Credit Memos need to have defined an open Invoice, in a field of Credit Memo.

So, if customer return goods, and we need to Credit those returns, how can we create/post a Credit Memo ? .... because the process says that we need to put in Credit Memo field a Invoice no.

Thank you for your advice and help.

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Community Member Microsoft Employee on at

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RE: SALES CREDIT MEMO FOR INVOICE WITH PAYMENT DONE

Hi

Yes, we know, but the Financial people says that they cannot do that, because the payment cannot have un-apply on this case (the customer just want to have an amount of credit for the next sales, meanwhile the customer needs the Credit Memo to the Accounting.

Did you have this kind of situation on your work ?

Tks vm anyway for your help.
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Sunil1991 170 on at

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RE: SALES CREDIT MEMO FOR INVOICE WITH PAYMENT DONE

Hi Fernando,

You first need to UN-APPLY the payment from invoice. After this, you invoice will be opened again and you can post the Credit Memo for that invoice.

Payment entry would also be shown as open after UN-APPLY from invoice. You can re-use that to apply on other invoice or post a refund entry.