How to make debit note in Account Receivable?

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Posted on by PSoni

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Hi Experts,

I am wanting to make debit note in Account Receivable, but not sure how to do this.

Please advise.

Many Thanks,

Poonam

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Rahul Mohta 21,032 on at

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pls see if this helps

https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/392275/reimburse-customer-functionality

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MATTGUO 22,349 Moderator on at

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Hi Poonam,

You can create a free text invoice with negative quantity.

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saurabh bharti 15,039 Moderator on at

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Hi Poonam,

For customers it will be credit note, which is generally raised for any customer return. Which can posted either by having -ve amount in free text line or sales return order.

FYI: Debit not is recoded for vendors which is credit note for Vendor.

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André Arnaud de Cal... 300,904 Super User 2025 Season 2 on at

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Hi Poonam,

A debit note is a normal invoice. Did you mean to ask how to create a credit note?

What are you trying to invoice or credit? Items, services, incidental charges, project operations?

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PSoni 100 on at

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Thank you everyone for providing valuable input on this topic, I have understood and got some idea how to tackle it further.

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saurabh bharti 15,039 Moderator on at

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Hi PSoni,

If this resolves the issue, can you please mark answered to help other members?

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PSoni 100 on at

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Hi Saurabh,

This issue is not been resolved yet, because customer is exclusively asking for debit note from Account Receivable and but I have received suggestions for credit note.

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André Arnaud de Cal... 300,904 Super User 2025 Season 2 on at

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Hi PSoni,

There is an option to create an order and invoice it, but also you can create a free-text invoice. Which one to use and how depends on the exact scenario which you haven't told us yet.

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saurabh bharti 15,039 Moderator on at

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Hi Poonam,

In any business process there will two scenarios only:

1. Sale to customer where you raise "Invoice" by Debit customer to Credit Revenue

2. Return from Customer/ wrong invoice where you raise "Credit Note" by Credit customer to Debit Revenue/sales return

In both the scenario there is no debit note available in system for sure. I am sure when you will create Debit note to customer you will "Debit Customer" which is similar in nature of invoice, then what is the difference between invoice and debit note here?

If there is really a ask for it to print document, you can proceed for customization:

1. Give a marking on Invoice form for Debit note(Yes/No)

2. Create a copy similar to "Invoice" by changing heading as "Debit Note"

3. This report should be printed if "Debit Note" yes is marked on the form

Other than this, i do not think so we have any other option.

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PSoni 100 on at

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Hi Saurabh,

yes, that's the one I was looking for. Thanks for the customization idea.

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