Edit Payment Reference Field on Posted Payment?

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Posted on by lynnid

Is there way to edit the Payment Reference field on a payment that has been posted? We need to update what was originally entered, as it is incorrect, and I cannot figure out how to edit this to show the correct payment confirmation no.

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Dynamics 365 Business Central

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Mohamed Amine Mahmoudi 26,801 Super User 2026 Season 1 on at

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Hi @Iynnid,

I hope this can help you.

https://www.kwixand.com/post/correcting-vendor-payments-in-dynamics-365-business-central

https://learn.microsoft.com/en-us/dynamics365/business-central/purchasing-how-correct-cancel-unpaid-purchase-invoices

Best regards,

Mohamed Amine MAHMOUDI

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Valentin Castravet 32,157 Super User 2026 Season 1 on at

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You have to click Edit List so the page is in edit mode, and then it will be editable. For example, in the vendor ledger entries:

Valentin Castravet

Zander ERP Services

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lynnid 34 on at

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I have tried to update the field using the Edit List option, but when I tab out of that field, the information I entered is gone and reverts back to the previous. It will not save my entry.

I also do not want to reverse the payment, I just want to update the Payment Reference field.

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Valentin Castravet 32,157 Super User 2026 Season 1 on at

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It will only allow to modify the Payment Reference field if the vendor ledger entry has the field open as true. There are several fields that can be modified in the vendor ledger entries, and it doesn't require the entry to be over its due date and red.

If your payment is fully applied to an invoice then its most probably not open. If the payment/invoice are in your local currency, and there is no rounding, you can un-apply them, modify the Payment Reference field, and then apply them back together. Otherwise there is no way to modify the Payment Reference field without customization. As an alternative, you can modify other fields in the vendor ledger entries, perhaps the description field.

Valentin Castravet

Zander ERP Services

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lynnid 34 on at

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Thank you! This worked!

I unapplied the payment, corrected the payment reference field, reapplied payment to invoice and all is golden.

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