Remove or Close Open Invoices in AX

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Posted on by FLCAXUser

Hello,

I currently have vendor invoices in the open invoices section that I'm trying to clear out. They are invoices that have been paid/credited to the vendor but AX won't let me clear them in the system to 0. I need some assistance.

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Suggested answer

Gunjan Bhattachayya 35,423 on at

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Hi FLCAXUser,

Do you have the payments in AX as well? If so, you can go to All vendors > Invoice tab > "Settle open transactions".

On the form that opens up, you can choose the transactions(invoices and payments) and click on Update.

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Ludwig Reinhard Microsoft Employee on at

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Hi FLACAXUser,

If those invoices have been paid and if you have the payments posted in AX then you should be able to settle the invoices with the payments to clear them out.

Gunjan shared a screenprint how this can be done.

Have you tried using this standard functionality already?

Best regards,

Ludwig

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Suggested answer

Junaid Idrees on at

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Hi FLCAXUser,

In case if you need further direction/steps to settle open transaction with payments from Vendor/Customer master screen then you can follow the below MS docs:

docs.microsoft.com/.../settle-transactions-with-payments

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