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Small and medium business | Business Central, N...
Answered

Create a corrective credit memo from a Posted Service Invoice

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Posted on by 585
Hello, 
 
Why isn't there an option to create a corrective credit memo from a Posted Service Invoice like there is on a Posted Sales Invoice?  Is this something that can be added?
I have the same question (0)
  • Verified answer
    Mansi Soni Profile Picture
    9,066 Super User 2026 Season 1 on at
    Hello,

    This is by design, as service invoices are part of the Service Management module, which involves more complex elements such as service items, resources, contracts, and warranties. These complexities require more controlled handling.

    However, if your business requires the ability to reverse service invoices with similar ease, this can be achieved through customization. A developer or technical consultant can create an extension to replicate the behavior, ensuring that the system correctly reverses service ledger entries, retains dimensions, and applies credit memos appropriately. 

    Before proceeding, it’s advisable to conduct a fit-gap analysis to ensure the customization aligns with your business requirements and does not impact related service processes.

    Hope this answer will help you!

    Regards,
    Mansi Soni

  • Verified answer
    Ramesh Kumar Profile Picture
    7,549 Super User 2026 Season 1 on at
    Service management module is still getting updated as we go. But it I think Service Invoice belongs to the Service Management module, which is architecturally different from the standard Sales module. As such, it lacks the same “corrective” flow that's available in standard sales documents (e.g., Correct, Cancel, Create Credit Memo).
     
    Thanks
    Ramesh
     
    If this was helpful, please check the "Does this answer your question?" box and mark it as verified.
  • Verified answer
    Andrés Arias Profile Picture
    5,168 Super User 2026 Season 1 on at
    Hello,

    The Posted Service Invoices are related to the Services Management module. In order to generate a Service Invoice, service products, resources, warranties, etc. are taken into consideration. This makes a different document than the sales one, where it would only be cancelled.

    To complete the cancellation or functionality, a technical adjustment would be required, but previously this process has to be analyzed within the company.

    I hope I can help.

    Regards,
     
    Andres
  • Suggested answer
    Sagar Dangar, MCP Profile Picture
    813 Moderator on at
    Hi,
     
    There is no such function available by default. you can create new "service credit memo" to correct invoice.
     
    Option can be added by customizing system.
  • Suggested answer
    YUN ZHU Profile Picture
    100,063 Super User 2026 Season 1 on at
    Hi, you can submit this idea to Microsoft.
    Missing a feature? Post or vote for ideas on: aka.ms/BCIdeas
     
    Thanks.
    ZHU
  • Verified answer
    Sohail Ahmed Profile Picture
    11,173 Super User 2026 Season 1 on at
    The reason there isn't a direct option to create a corrective credit memo from a **Posted Service Invoice** is due to how **Service Management** in Business Central handles transactions. Unlike **Sales Invoices**, service invoices involve **service items, contracts, warranties, and resources**, making them more complex to reverse.
     
    However, if your business requires this functionality, it **can be added** through customization. A developer can create an **extension** that replicates the behavior of corrective credit memos for service invoices, ensuring that **service ledger entries** are correctly reversed while maintaining dimensions and applying credit memos appropriately.
     
    Maybe this will give you a hint to resolve your issue. If this helps, please mark this answer as verified.
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    22,340 Super User 2026 Season 1 on at
    There's no built-in action to create a corrective credit memo directly from a Posted Service Invoice, unlike for Posted Sales Invoices. This functionality isn’t available out-of-the-box but can be added via customization.

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