Apply credit memo to return invoice in BC
Summary
Recently, a Dynamics 365 Business Central customer asked us if there’s a way to create a sales return order that automatically applies the credit memo to the related invoice. In this scenario you follow all the steps required to create your Sales Return Order but before posting the document you must change the Applies-To Doc. Your first step will require a one-time setup of a new payment method such as the one highlighted below: Now open your sales order return. After populating all the required fields, you will need to enter the payment method you created above (in our example “cash”) and then process the transaction. By selecting a payment method of cash, the system will close out the credit memo and create a refund, which you can now apply to an open invoice or to generate a check.
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