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Apply a posted credit memo to open sales order?

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Posted on by JaimieAC

I am looking for a way to apply credit memos to either open sales orders OR to a posted sales invoice but have that posted sales invoices update with a new total. Does anyone have any suggestions on this? I am having trouble keeping up with informing customers about their credit memos, especially past credit memos, and I keep hearing that they typically are auto applied by the vendor so most customers are not keeping track of credit memos when we send them. I can auto apply the credit memo to the posted sales invoice, but I have not found a quick or easy way to relay to the customer the new invoice total.

I want to make sure the customers get the credit memo/money off their next invoice and it would be more manageable if BC has some sort of feature like the above.

Any insight is helpful! Thank you!

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Cynthia Priebe, MCT... 201 on at

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RE: Apply a posted credit memo to open sales order?

You may find sending Reminders to customers helpful for this and to improve collections. This process is easily automated and could be done monthly or a frequency of your choosing.

Set up reminder terms, assign them to customers who you need to send this information to then create reminders to email. May not be the answer you are expecting, but it could accomplish what you need.
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YUN ZHU 74,115 Super User 2024 Season 2 on at

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RE: Apply a posted credit memo to open sales order?

Hi, I don't know how your Credit memo is created. Normally, if you use the Cancel or Correct function, it will automatically apply the posted sales invoice you selected. In addition, Credit memo cannot be applied to sales order.

Even if it is applied, only the Remaining Amount will change, and the original Amount will not change. You can search for Posted Credit Memo with Remaining Amount greater than 0 in Customer Ledger Entries.

Hope this helps.

Thanks.

ZHU
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: Apply a posted credit memo to open sales order?

You can not apply a credit memo against an open sales order. There is no out of the box functionality for that.,

If you apply it against a posted sales invoice it will not change the total for the invoice but it will change the remaining amount that should be payed for that invoice. But you will still have to inform the customer about the credit memo you have issued.

If you want to automate more of this process you will have to do that through customization.

Maybe this can help you a bit:

learn.microsoft.com/.../receivables-how-apply-sales-transactions-manually