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Hi,
May I ask can I request for a step by step way to reverse a Finance Charge Memo using Service Credit Memo in Navision 2018?
When using Service Credit Memo, it will reverse the service invoice as well, is it this the correct way?
Thank you!
Hi Steve,
The Finance Charge Memo created was wrong, hence my accounts need to do a reverse. Can advise how do I create Reminders and Finance Charges to record the Finance Charge?
Thank you!
Josh,
May I ask why you want to reverse a Finance Charge Memo using a Service Credit Memo. Not sure if you used Reminders and Finance Charges to record the Finance Charge, but if so, you would record a Sales Credit Memo and Apply to the Finance posted Invoice. The Application on the Credit Memo with zero out the Posted Finance Invoice balance.
Hope this helps.
Thanks,
Steve
Hi Josh, thanks for your step by step and it works.
However, I realize that if I use General Journal, then there is no way for me to print out an invoice to give to customers.
Just for anyone who might be looking to know.
It's better to create using Service Memo so that you can print out the tax invoice to give customers.
Why would customer need any invoice for this? Because at the end of the month or year, when the statement is being sent to them, they might want to know why was there a reverse or to ensure there was a reverse.
1. Create a general journal line as a credit memo for the applicable customer.
2. Balance it to the interest income account from the applicable customer posting group
3. Apply the journal line to the charge memo
4. Preview the posting to verify you get the balanced wiped off
Service shouldn’t matter in this instance. Charge memos concern themselves with the customer ledger entries. At that point your invoice could be sales or service and no distinction is made.
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