Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics SL forum
Unanswered

Invoicing

Posted on by Microsoft Employee

We work in the government contracting space.  We produced invoices, submitted them, and they were paid. Now we are being told that we were invoicing incorrectly and need to correct it and re-submit.  Can we void invoices that have been paid already?  If so, what happens to the payments.  What else can this mess up in the system other than banking?  We're talking about 3 to 4 months of invoicing.

Kea

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Invoicing

    If the draft has already been printed, you can’t delete it.  You can reverse it, but you can’t delete it.  To answer the question about deleting drafts though, you can delete a draft that has not been printed yet.  When the draft is deleted, only the header record is deleted.  The detail is still there and can be selected on another draft.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Invoicing

    If I delete the draft, will the selections become available again?  I need to transfer the selections to another project that will be created.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Invoicing

    You can ‘reverse’ an invoice in Flexible Billings.  Even if it has been paid.  The invoice reversal process creates two new drafts.  One you cannot change, and one that you can change or correct.

    Example:  Assume draft number 1000000001 is invoiced and the amount of that invoice is 500.00.   Then you reverse that invoice using the BI.IRV.00 screen.  You would have two new drafts created that might look something like this:

    Draft number   Amount   inv_status

    1000000001        500.00       PO

    1000000002       -500.00       PR

    1000000003        500.00       IP

    The two new drafts created are 2 and 3.  Draft number two is a reversal of draft number 1.  It is created with a status of PR (printed) so they can’t change this one.  All they can do is post it.  Draft number three is a duplicate of draft number 1.  They can change this one if something was wrong with the first invoice.  If they had an incorrect amount, incorrect project, etc., they can edit this draft before printing and posting it.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Invoicing

    You can reverse payments in the Application Inquiry/Reversal Screen.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Invoicing

    Flexible Billings

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Invoicing

    What Module were these Invoices created in?

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,986 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,588 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans