Site Logo

Hello, you are using an old browser that's unsafe and no longer supported. Please consider updating your browser to a newer version, or downloading a modern browser.

Date
April 21, 2022

The iSolutions app makes applying credit memos simple for every business. Start by opening up Microsoft Dynamics 365 Business Central and going to the customer record. Select Actions > Collections to open up the customer collections page. Once there, you will see all current and past due invoices for that particular customer, as well as their credit memo. Select the memo and the invoice(s) you would like to apply it to. Please note: this will only work with one credit memo at a time, but you can apply it to multiple invoices if you choose. You can then click “Apply Credits.”

You will then get a notification to let you know that it was successfully posted. The invoices will drop off and the remaining amount of the credit invoice will adjust accordingly.

 

Questions? Email us at support@isolutionsgroup.com or click here.