How to Adjust Prepayment Amounts After Invoice Posting in Business Central

 

 

How to Adjust Prepayment Amounts After Invoice Posting in Business Central

When managing finances in Business Central, adjusting prepayment amounts on sales or purchase orders can sometimes be necessary after an invoice has been posted. This can be a bit tricky, especially when it comes to decreasing a prepayment amount. In this blog, we will explore how to both increase and properly decrease prepayment amounts after the invoice has been posted.

 

Increasing the Prepayment Amount

If you find that you need to increase the prepayment amount after the invoice has been posted, follow these steps:

 

Open the Sales or Purchase Order and then open the Statistics page.

Locate the prepayment amount and adjust by entering a higher value than what was originally posted.

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Post the Adjustment: After adjusting the amount, you must post this change.

Decreasing the Prepayment Amount

Decreasing the prepayment amount is more complex because Business Central does not allow direct reductions in the prepayment amount once the invoice has been posted. Here’s how to handle this:

 

Identify the Posted Prepayment Invoice: First, find the posted prepayment invoice that you need to adjust.

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Use one of the options under the button Correct to cancel/modify the original prepayment invoice. This is crucial as it nullifies the earlier invoice, allowing you to adjust the prepayment downwards without discrepancies.

Conclusion

Adjusting prepayment amounts in Business Central requires careful handling, especially when decreasing the amount. By following the steps outlined above, you can ensure that your financial adjustments are both accurate and compliant with the system's requirements. Always double-check your entries to minimize the need for adjustments later.

 

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