Enhance Your Credit Notes: Displaying Original Invoice Numbers in Dynamics 365 for Finance

November 20, 2023

Have you ever wondered how to display the original invoice number when issuing a credit note to a customer? In this video, we'll reveal a built-in feature in Dynamics 365 for Finance that can make this happen effortlessly. Say goodbye to confusion and hello to clarity for your customers. Join us as we explore the key parameter located in the Accounts Receivable setup, known as 'Apply Credit Invoice Invoicing Layout into Sales and Project Invoice Reports.' By toggling this parameter to 'Yes,' you'll enable the original invoice number and the reason for the credit note to be printed on the document itself. This functionality covers various invoice types, including free text invoices, sales order invoices, and project invoices. We'll walk you through a practical example using a sales order, showing you how to issue a credit note and have the original invoice number seamlessly displayed. Don't miss this opportunity to streamline your credit note process and improve customer satisfaction. Watch this video and empower your finance management today. Subscribe for more insightful tips and tutorials on Dynamics 365 for Finance! Contact us for a personalized demo: https://bit.ly/32ChDNg. CALL: (805) 581-5020 VISIT: https://www.westerncomputer.com/ EMAIL: info@westerncomputer.com FOLLOW US: https://www.facebook.com/Western-Computer-236693736372775/ https://twitter.com/WesternComputer https://www.linkedin.com/company/western-computer

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