Reversing a customer payment in Dynamics 365 Business Central

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Steps to reverse a bank account transaction or customer payment in this case.

Have you ever entered a customer payment and needed to void it out of the system? If so, this blog is for you! Follow the steps below to learn how to unapply a payment and void/reverse the payment. These steps will void the payment and the invoice will remaining outstanding when completed.


  1. Open the Bank Account Ledger Entries window and select the line for the transaction in question.



  2. ctrl+alt+Q on keyboard to open the Find entries page, or click on find entries on the Action Bar.

  3. Click on the Detailed Cust. Ledg. Entry line



  4. Select a line that has 'Application' as the Entry Type and then Unapply Entries on the Action Bar



  5. Click Unapply



  6. Yes



  7. OK



  8. Close windows until you get back to the Bank Account Ledger Entries page. Select transaction and then Reverse Transaction from the Action Bar.



  9. Reverse



  10. Yes



  11. OK





Written by: Kristen Hosman, Microsoft MVP


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