Sales credit memos
Create a sales credit memo in Plur-e Mobile against an original invoice — customer lookup, items from the original document or by scan, return location and quantity.
Quick answer
Open Sales Credit Memo → Create Credit Memo with the original invoice reference, select the customer, add the items from the original document or by scan, set return location, unit of measure and quantity, and validate in Business Central.
Start the credit memo
Open Sales Credit Memo and select Create Credit Memo. Keep the original invoice number at hand.
Select the customer
Search by name or original order number and verify the account.
Add items
Add Return Item from the original document, or scan.
Configure each line
Return location, unit of measure and quantity.
What this posts in Business Central
| Plur-e action | Business Central |
|---|---|
| Send credit memo | Sales Credit Memo applied to the original invoice when posted |
In Business Central
For an unpaid invoice Business Central can also Correct or Cancel it directly; a credit memo is the path for paid invoices.
Last updated on
Edit on GitHubSales invoices
Create a sales invoice in Plur-e Mobile — customer by name, ID or account, items by search or scan, location and quantity — and post it in Business Central.
Reference: sales documents in Business Central
How sales orders, invoices, return orders and credit memos work in standard Business Central, with links to Microsoft Learn — the documents Plur-e creates.