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Dynamics 365 - Reverse a settled customer sales invoice transaction

Posted on by 10

We have created a sales invoice and subsequently shown the invoices as paid by the customer but need to reverse the transaction how do we do that? 

  • DONNALAING Profile Picture
    DONNALAING 10 on at
    RE: Dynamics 365 - Reverse a settled customer sales invoice transaction

    Many thanks this worked!

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,378 Super User 2024 Season 2 on at
    RE: Dynamics 365 - Reverse a settled customer sales invoice transaction

    Hi, hope the following helps.

    pastedimage1685580780353v2.png

    Thanks.

    ZHU

  • Jun Wang Profile Picture
    Jun Wang 7,437 Super User 2024 Season 2 on at
    RE: Dynamics 365 - Reverse a settled customer sales invoice transaction

    this is a very simple step, I encourage you to doing a little research to find it out.

  • DONNALAING Profile Picture
    DONNALAING 10 on at
    RE: Dynamics 365 - Reverse a settled customer sales invoice transaction

    Hi there, thanks for your reply.  Could you elaborate on exactly how to do the part, 'first unapply the sales invoice from the payment from the vendor ledger entry' please?

  • Jun Wang Profile Picture
    Jun Wang 7,437 Super User 2024 Season 2 on at
    RE: Dynamics 365 - Reverse a settled customer sales invoice transaction

    if the sales invoice has been closed, meaning paid by customer. you need to first unapply the sales invoice from the payment from the vendor ledger entry so the invoice and payment became open.

    then you create a sales credit memo to reverse the sales transaction.

    you can also create a customer refund or just keep the payment to apply for future purchases from the customer.

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