Supply chain | Supply Chain Management, Commerce

How do I rebill a Posted Sales Invoice?

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Posted on by Community Member

Hello!

We have an AR Customer who's Invoice account was set up incorrectly. As a result orders for Account A, have invoiced to Account B, and they've been posted. I need to credit the original Invoice, correct the Invoice Account, and rebill them. How do i do this?

I've done a lot of reading, and i see that there used to be a "Correct' Option from the Posted Sales Invoices grid. Unfortunately it doesnt seem like that is an option anymore. I have also figured out how to generate a credit note from the sales order, but i still am unable to reissue the corrected invoice.

Please advise.

Thanks for the help.

Kailey

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Junaid Idrees on at

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Hi acunicode,

If you only want to reverse the invoice then following the below step but i believe you have to cancel the packing slip as well since an order issued to wrong customer..

Go to Customer screeen >> Select "Customer B" >> Customer Tab >> Transactions > Select your invoice that you want to revesrse:

Please share further detail in case if this solution does'nt work for you..

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Hello,

Thank you so much for the quick response. That makes sense! Unfortunately when i try to reverse an unsettled invoice i get this error:

'Voucher Number SOIN..., Transaction type Cost of Units, delivered, and account number 11711 cant be reversed'

I tried to go into the General Ledger parameters to change this account, but there didnt seem to be an option to do so. Do you know if this is an AR setting i can change to allow AR Invoices to be reversed?

Thanks for the help,

Kailey

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Junaid Idrees on at

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I see.

I suggest you to create "Sales return order" to return back the inventory to stock and credit the customer.

Please follow the below MS docs to create return order with Disposition code "Credit"

1. docs.microsoft.com/.../sales-returns

2. www.nexsoftsys.com/.../return-material-authorization-in-d365-for-finance-and-operations.html

Video link to help you out in creating return order.

www.youtube.com/watch

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Community Member on at

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Hello,

But we dont need to return any of the inventory. The product is correct, we just need to correct something on the posted sales invoice. Creating a credit only return order wouldnt allow me to reissue the invoice.

Can you help me understand the reverse invoice option? that seems most promising, i am just unable to reverse the invoice.

Thanks,

Kailey

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Junaid Idrees on at

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That option will reverse invoice and create reversal voucher.

However A quick fix in your case would be, create free text invoice from AR module with invert sign on same customer. That will reverse an impact of posted invoice and will also not return back inventory to stock.

Please follow the screen shot below. 4000 is Sales revenue account.

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Thank you Junaid. How do I then rebill the invoice to include the product details from the Sales order? With a free text invoice Id have to manually re enter all the information.

Thanks,

Kailey

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