Applying posted credit memos to posted invoices in Microsoft Dynamics 365 Business Central

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Applying posted credit memos to posted invoices isn't a hard task to complete in Microsoft Dynamics 365 Business Central. The example I use below is for a vendor credit, but the same process applies to customers. 

Version: US Business Central 20.0
  1. Open up the vendors list.
  2. Search for vendor that you'd like to apply the credit memo to an invoice for. 
  3. Click on Balance field to open up Vendor Ledger Entries window. This will show all the 'open' documents on the vendor ledger.



  4. Select the line for the Credit Memo that you want to apply to a posted invoice.



  5. Click Process > Apply Entries



  6. Within the Edit - Apply Vendor Entries window select the line(s) that you'd like the credit memo applied to. 



  7. Click Process > Set Applies-to ID



  8. This will put the users name into the Applies-to ID field on the line selected.



  9. To post the application select Process > Post Application.





    Written by: Kristen Hosman, Microsoft MVP



Comments

aplikasi invoice said…
thank for sharing this! it's really helpful
March 29, 2023 at 7:36 PM
Shades of Grey said…
Super helpful! Thank you!!
November 14, 2023 at 5:55 PM
Anonymous said…
Thank you. I tested this procedure in the test realm 1st before doing it in the live version and it worked beautifully.
November 15, 2023 at 1:41 PM
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