invoices raised to Customer A account but billed to Customer B

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Posted on by Dynamics 365 F7O

Greetings Expert,

I receive a complain from our accounting team that one of our customer (customer B) that those not have access to credit facilities is appearing to be owning us while another customer (customer A) that they are sure is owning the company is appearing as the company is owning the customer. Immediately, I knew the could be from the customer card info. On customer B card, the bill to was linked to customer A. All payment received were raised in customer B account.

My question is, is there a way to link all or some selected affected invoices that were billed to customer A back to customer B at once?

Thanks in advance

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Nitin Verma 21,708 Moderator on at

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Hi Dynamics 365 F7O ,

Once you post the Invoice, there is no way back to link with correct customer, in that case you have to cancel the Posted invoice, and create new one, and then post with correct customer details.

Thanks.

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Dynamics 365 F7O 90 on at

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wow, now I feel like crying

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YUN ZHU 95,681 Super User 2025 Season 2 on at

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Hi, as Nitin mentioned, It is recommended to cancel the previous invoice and recreate it for Customer B.

You can use Create Corrective Credit Memo feature to do it quickly.

Or, You can make adjustments directly in Sales journals, but I personally do not recommend doing so.

Hope this will help.

Thanks.

ZHU

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Nitin Verma 21,708 Moderator on at

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Hi,

Dont cry ;) , unfortunately we dont have any option left after posting anything in BC/NAV, so I would request you please do the correction in invoice cancel and create credit memo for the correct customer.

Thanks.

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Dynamics 365 F7O 90 on at

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Thank you guys. Going to follow the recommendation

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Nitin Verma 21,708 Moderator on at

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Great,

please close this issue chain if you think everything is corrected now.

thanks

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