Learn how to synchronize matched invoices with credit notes in Business Central. This guide gives you step-by-step instructions to make sure your credit notes are applied correctly to your invoices.
In the integration setup, your invoices and credit notes are mapped either to a general journal or to a purchase invoice
In Corpay One, create your invoices and credit notes and sync them to Business Central. Select a category on both the invoice and the credit note.
Approve the invoice in Corpay One.
Once it is approved and synced, post the invoice in Business Central.After the invoice is posted in Business Central, go back to Corpay One and settle the invoice against the credit notes. You will find the "Merge credit note" tab by clicking the "..." tab next to the payment method tab.
Approve the credit notes and let them sync to Business Central. You will see that the invoice details are applied to the credit note in Business Central.
Once the credit notes are posted in Business Central, you will see that both the credit notes and the invoices are closed automatically. You can verify this in the vendor ledger entries in Business Central.
Is your credit note smaller than the invoice amount? No worries! Follow the steps above and process the payment with your preferred payment method. The transaction will sync and close out correctly in Business Central.
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If you need further support or assistance, feel free to contact us at supporteu@corpayone.com.