Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Sales Invoice Stuck op...
Finance | Project Operations, Human Resources, ...
Suggested answer

Sales Invoice Stuck open with a voided Payment

(0) ShareShare
ReportReport
Posted on by Munchkin 5

We have a situation where a clients payment was voided without the invoices being unapplied prior to being voided. 

This has caused the clients invoices to remain in open status with a $0.00 amount owed however due to the payment being voided and re created the balance should still be open so the revised payment document can be applied. 

We are unable to un-apply the payment because in every screen the payment document is showing that it is no longer a valid document and does not exist. 

Please help! 

2211.pastedimage1626876715739v1.png

5756.pastedimage1626876795723v2.png

Categories:
Microsoft Dynamics GP
  • Suggested answer
    Lisa at AonC.com Profile Picture
    Lisa at AonC.com 3,134 on at
    RE: Sales Invoice Stuck open with a voided Payment

    Here are some routines to try to get some clues on what happened/clean up the data:

    -Run Check Links on Receivables Open Transaction Files

    -Microsoft Dynamics GP > Tools > Utilities > Sales > Reconcile > Outstanding Document Amounts.  (I like to follow this up with reconciling on Current Customer Information.)

    If you are unfamiliar with this routines, I recommend restoring to a test company and running them there first so you can review the reports that generate and the impact on the customer data.

  • Nya Profile Picture
    Nya 29,056 on at
    RE: Sales Invoice Stuck open with a voided Payment

    Hi,

    The features and screenshots are not from Sales application.

    I'll move it to GP forum for more help.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans