I posted a Sales Invoice, but the transaction is not found in Customer Card balances

Mae Sario 0

Hello,

I posted a Sales Invoice for a specific customer on 05/17/2024. If I go to Posted Sales Invoice, I can see that the transaction is properly posted. However, when I check on the Customer Card balances, the posted sales invoice cannot be seen so I cannot apply any payments. What do you think is the reason of the error? What do I do to fix this? Thank you.

Mae Sario 0 Reputation points

2024-06-06T07:10:12.23+00:00

Hi, this issue is related to D365. I hope someone can help me. Thank you so much.
Sander van de Velde | MVP 31,211 Reputation points MVP

2024-06-06T21:17:23.3833333+00:00

Moderated: tag changed to D365.
Kiran P 2,190 Reputation points Microsoft Vendor

2024-06-07T02:06:08.5266667+00:00

Hi Mae Sario,Thank you for reaching out to us on Microsoft Q&A forum.

Can you please specify the exact Learn Path/Module name/Exercise link where you are encountering this error?

Thank you.
Mae Sario 0 Reputation points

2024-06-07T04:33:35.3333333+00:00

Hi Kiran,

Thank you for getting in touch. This is an actual issue we encounter in my work using D365. We have 3 sales invoices that were posted on 05/17/24 with different customers. When I go to Posted Sales Invoices, all three invoices are listed but when I go check each customer card balances, these invoices won't show for each customer so we cannot apply any payments received. I checked Customer Detail - Trial Balance report as well but these invoices are also not shown in the report.

Thank you.

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I posted a Sales Invoice, but the transaction is not found in Customer Card balances