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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Unapplied credit
Finance | Project Operations, Human Resources, ...
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Unapplied credit

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Posted on by Lani P 5

Entered customer payment amount incorrectly in AR; portion of the payment should have been entered as GL entry and portion to open AR invoices.

How can I remove unapplied credit amount from AR and enter amount to GL.

  • Suggested answer
    CFROTON Profile Picture
    CFROTON 4,710 on at
    RE: Unapplied credit

    Dear Lani,

    You will have to use the AR Application inquiry and reversal screen. Reverse the full payment.

    The payment will be available for the customer in AR Payment application and you can apply the partial amount.

    Best Regards,

    Jana MacDonald

    MSFT Dynamics SL Support

  • Lani P Profile Picture
    Lani P 5 on at
    RE: Unapplied credit

    Entered full amount of customer payment in AR, but only portion should have been posted in AR.

    Don't want to refund customer, but would like to enter the unapplied credit amount via General Journal to correct coding.

  • CFROTON Profile Picture
    CFROTON 4,710 on at
    RE: Unapplied credit

    Dear Lani,

    Are you saying that you entered a Credit memo in AR and applied it to invoices or did you just enter a credit memo and have yet to apply it in payment applications?

    Best Regards,

    Jana MacDonald

    MSFT Dynamics Support

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