Dynamics 365 Business Central - Create Credit Memos & Correct Sales Invoices

Watch our short video to learn how to create credit memos and correct sales invoices.

Learn how to create credit memos and correct sales invoices

You can correct or cancel a posted sales invoice. This is useful if you make a mistake or if the customer requests a change. If the sales invoice has been posted you can correct it to create a new sales invoice with the same information. You can then make the correction and continue the sales process. The new sales invoice has a different number than the initial sales invoice. A corrective sales credit memo is automatically created and posted to void the initial posted sales invoice. The initial posted sales invoice, the 'Cancelled' and 'Paid' check boxes are selected. 

If the posted sales invoice is cancelled. A corrective sales credit memo is automatically created and posted to void the initial posted sales invoice. On the initial posted sales invoice, the 'Cancelled' and 'Paid' check boxes are selected.

When you correct or cancel a posted sales invoice, the corrective sales credit memo is applied to all general ledger and inventory ledger entries that were created when the initial sales invoice was posted. This reverses the posted sales invoice in your financial records and leaves the corrective posted sales credit memo for your audit trail.