Solution Properties Solution ID: 260425070837633 Last Modified Date: Sat Apr 25 07:08:37 UTC 2026 Taxonomy Path: Category//Transactions Author: [email protected]

How to re-allocate a credit note to a new invoice Description Cause Resolution Unallocate the Credit Note from the invoice or payment in the allocation window. Use this guide: How to unallocate receipts or payments from an invoice. Select the payment link on the document to open the allocation window. Create a new invoice, then allocate it to the Credit Note to reverse it. See the article How to create sales invoices. Create a Sales or Purchase Quick Entry when you must avoid generating an invoice number. Allocate the invoice to the credit note from the contact activity list. See the article Allocate credit notes and payments on account. Steps to duplicate Related Solutions