Business Central: Apply a Payment or Credit Memo After Posting (Invoice Still Shows Remaining Amount?)
Short answer Forgot to apply a payment or credit memo before posting? You can still apply it from Customer Ledger Entries or Vendor Ledger Entries . Choose Apply Entries , mark the invoice with Set Applies-to ID , then click Post Application . If you skip Post Application, nothing is applied and the invoice still shows a remaining amount. Step 1: Open the ledger entries Open the customer or vendor card and choose Ledger Entries . The steps are the same for customers and vendors. Select the open payment or credit memo, then choose Apply Entries . Step 2: Select the invoice, then Post Application This page works the same way as applying while you prepare a payment or credit memo. There is only one extra step at the end. 1 Select the invoice line and choose Set Applies-to ID . Your user ID appears on the line. 2 Change Amount to Apply if you are applying only part of the amount. 3 Choose Post Application . Important: the step most users miss Set Appl...