How to process a Customer Refund in Dynamics NAV D365

CBR Technology is a Microsoft Partner in California. For Technical Support or to assist you with a Microsoft Dynamics NAV or D365 Implementation, please feel free to contact us at Tel. (855) 227-0700 or via e-mail at or visit our website CBR Technology.

Customer Refunds in NAV or D365 are essentially comprised of two transactions. One is the initial Credit Memo or Payment which causes a credit balance in NAV and the second is the actual refund paid to the Customer. Your company might have a credit memo or payment already on file from a previous product return or over-payment. If the money is not for an existing credit balance in Accounts Receivable, you must create a Credit Memo first. For exact steps of how to process a Customer Refund in NAV, please follow the Video:

Published by CBR Technology Corp.

Business Central D365, Dynamics NAV, QuickBooks Enterprise certified Solution Provider specializing in the deployment and implementation of these ERP, CRM and eCommerce solution for the distribution/wholesale and manufacturing companies.

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