Skip to main content

Notifications

Small and medium business | Business Central, N...
Suggested answer

Help needed voiding or deleting a credit memo that I invoiced / posted already?

(0) ShareShare
ReportReport
Posted on by 5

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

  • Suggested answer
    TeddyH Profile Picture
    TeddyH 12,868 Super User 2024 Season 1 on at
    RE: Help needed voiding or deleting a credit memo that I invoiced / posted already?

    Create a new invoice with the same sign and amount as credit. Use copy document to make it easier for you.

  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,025 on at
    RE: Help needed voiding or deleting a credit memo that I invoiced / posted already?

    Hi,

    Delete is not the way to work in ERP. Enter Reverse document against Cr. Memo.

    Regards

    Amit Sharma

    www.erpconsultors.com

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,425 User Group Leader on at
    RE: Help needed voiding or deleting a credit memo that I invoiced / posted already?

    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

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Help needed voiding or deleting a credit memo that I invoiced / posted already?

    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.

  • M.O. Profile Picture
    M.O. 5 on at
    RE: Help needed voiding or deleting a credit memo that I invoiced / posted already?

    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?

  • Suggested answer
    TeddyH Profile Picture
    TeddyH 12,868 Super User 2024 Season 1 on at
    RE: Help needed voiding or deleting a credit memo that I invoiced / posted already?

    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.

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

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans