Create Effective Invoice Notes Example for Finance with airSlate SignNow

Invoice notes example for Finance

one of the questions I often get asked by customers is how can I display the original invoice number when issuing a credit note to a customer this functionality exists natively within Dynamics 365 for finance to do this we have one key parameter that exists under accounts receivable set up accounts receivable parameters under the update tab we have this invoice section and then here we have apply credit inv invoicing layout into sales and project invoice reports by toggling this to yes you're going to see that the original invoice number along with the reason for the credit note will print on the document the credit note Itself by default this will apply to free text invoices sales order invoices as well as project invoices let's go ahead and look at an example for my example I'm going to use a sales order so let me go into my all sales orders I'm going to use this order 1114 and I'm going to issue a credit note for this order to do that we do it the same way we normally would under the cell tab I click credit note I choose the order here it is and I can choose multiple lines or single line in this section if I wanted to in my case this is a on line order so I can simply collect the header and then up here under reason code I will say it is for miscellaneous reasons and service provided was insufficient that's why I'm doing my credit note now note this will work if you use the full RMA process as well in my case I'm doing a service item so I will be issuing the credit note directly from here I don't need to do any sort of Pick and Pack so I'm going to go straight to generating the invoice and I will do that right now now in this case an invoice is a credit note and you will see what happens right here so when this prints what you'll see is that there are two fields that are not available on the sales order by default that is the corrected invoice and you can see originally this was order number or invoice number 726 which was issued on July 20th and then my reason was what I just provided and there's the $90 that I am returning to the customer and so all of that prints by default automatically if you want to see if I click on this journal's invoice you can see there's my original invoice number 726 as we saw and here's my credit note credit note number three thank you for watching this video