my accountants says that credit memos that are not applied to invoices before creating a check run do not show up separately on remittances in MS Business Central. That seems antiquated. Are we missing something? Is there a way that credit memos can sit along side of invoices on a vendor’s remittance without manually applying them to an invoice before?
Hi @Don_Clark
You’re not missing anything. Business Central only shows a credit memo on the vendor remittance if it’s applied to an invoice before the payment run. If it stays open, BC won’t list it separately.
A few practical options:
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Apply credits (manual or auto-apply) before the check run.
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Use “Suggest Vendor Payments” so BC picks up open credits during payment creation.
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Add a small extension to show all open credits on the remittance without applying them.
If this still doesn’t solve it, happy to jump on a quick knowledge-sharing call and walk through the setup together.
Hi @Don_Clark ,
You are not missing anything
Business Central only shows a vendor credit memo on the remittance if it is applied before the payment is created
If the credit stays open it will not appear on the remittance
Here are a few simple options:
• Apply credits manually or through auto apply before running payments
• Use Suggest Vendor Payments so BC considers open credits automatically
• Add a small extension to show all open credits on the remittance without applying them
• Add a quick review or approval step to ensure credits are applied before payment runs
If needed I am happy to walk you through the setup or share the easiest approach for your process