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Hi
Not sure where to turn and have been searching online to figure out how I delete a credit memo that I have already invoiced and posted? I've been working with Dynamics a few weeks and don't want to mess anything up
Thank you in advance
Create an invoice by copying the credit memo to the invoice using Copy Document. Don't worry about the signs, the system will take care of that. Once you post go to the customer or vendor and apply the invoice to the credit memo
You have to create a new invoice to void a credit memo.
You have have negative lines on a credit memo or an invoice. But the value of the negative lines can not be greater than the positive lines.
Hi Teddy,
Thank you so much for responding! I apologize, I have been with my new employer only a month... just want to confirm this with you. Am I creating a new invoice or a new credit memo and do I use a negative quantity to offset?
You are not supposed to delete anything that has been posted.
So to reverse a credit memo, you can create a new invoice (you can use copy document) and apply it to that credit.
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