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Credit Used From Other Entity

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What is the easiest way to cross transact a credit the same customer has on one company to the other company when I have two Company accounts in D365 (two different subsidiaries)?  For example, the same customer is in both companies but used a credit memo from Company A on Company B's books.  How can I take the credit they used from Company A's account and transfer it to Company B's account in D365? I am assuming an FTC on one side and a FTI on the other account, and create a journal entry to offset the transactions intercompany-wise?

  • Suggested answer
    Jsabanovski Profile Picture
    Jsabanovski 258 on at
    RE: Credit Used From Other Entity

    Thank you sir!

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,160 Super User 2025 Season 1 on at
    RE: Credit Used From Other Entity

    Hi Jsabanovski,

    You can read more about this feature on Microsoft Learn: Set up centralized payments - Finance | Dynamics 365 | Microsoft Learn

  • Jsabanovski Profile Picture
    Jsabanovski 258 on at
    RE: Credit Used From Other Entity

    Hi Andre,

    That's what I was thinking as well for the free text invoices.  Where is the centralized payments feature located??  That sounds very interesting.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,160 Super User 2025 Season 1 on at
    RE: Credit Used From Other Entity

    Hi Jsabanovski,

    You can either create free text invoices or general journals to transfer amounts for a customer. Note that there is also a centralized payments feature where you can settle transactions cross company.

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