Deleting a payment

Question

I have entered a payment for a customer incorrectly into Dynamics 365. I need to delete it back out so that it reconciles with the financial Data on our ERP. How can this be done?

Answer 1

Hello Brian Connelly,

Thank you for posting your question in the Microsoft Q&A forum!

I understand that you are having issue with unrecognized charge. I truly understand how you feel. Let me assist you further.

Please understand for me that I would like to help you. But this community is a user-to-user forum, and I don't have access to the user's data and I'm not authorized to do so. I suggest you contact the Microsoft Customer Service team directly for the best assistance.

1. From the Admin Portal (recommended)

• Sign in as admin
• Go to https://admin.microsoft.com/
• Select Support > New support request
• Choose Dynamics 365
• Select Finance / Business Central
• Describe: “Incorrect customer payment posted – need reversal guidance”
• Submit

2. Direct Dynamics 365 Support Page

• Go to https://www.microsoft.com/en-sg/dynamics-365/contact-us
• Click Get support
• Sign in
• Start chat or request a call

Please note that the chat support team only works during certain working hours. Therefore, if the last window indicates that you are unavailable, try opening it again the next day. If you prefer phone support, you can leave a phone number. That way, they can call you and help you.

I hope this will help with your situation. Please feel free to reach back if you have further update or more questions.

Best Regards,