How to issue a credit memo for downpayment in SAP ByDesign?

[former_member580353]

Dear Experts,

The scenario is the customer already paid full price for the Sales Order with service type items, and the full price invoice was issued to the customer at the beginning. In the middle of service execution, the customer wants to cancel the order so I need to refund the rest of the downpayment for the part that service has not been executed.

My question is since my full amount invoice has been issued, how do I issue a credit memo for the amount that customer left in downpayment?

Please kindly provide your advice. Thank you very much.

Best,

Michelle

[axellea · Accepted solution]

Dear Michelle,

You can issue a Credit Memo by maintaining the refundable amount for the same customer account.

For easier tracking, you can maintain the downpayment or customer invoice ID as reference on the credit memo.

The process flow to create a credit memo in SAP Busiess yDesign remains unchanged:

Go to the Customer Invoicing work center

In Common Tasks, Open New Manual Credit Memo Request.

Fill in all relevant information, including customer account, product ID, amount to refund.

Save an release as a credit memo.

[eszter_szalma3 · Accepted solution]

Hi, in this case the system does not let clear the down payment and the credit memo:

"

Down payments cannot be cleared together with items of other types

"

Any other idea how to create a correction invoice for the remaining down payment invoice?

[HeMing]

Hi Eszter,

IMO, the whole process flow in SAP is:

1. Downpayment Request is created.

2. Payment is cleared with the downpayment request. It becomes a downpayment.

3. Customer invoice is created.

4. Downpayment (step 2) is cleared with the customer invoice (step 3).

5. For the refund amount, create a manual credit memo (as Axelle suggested).

Hope this helps.

[HarshalVakil]

and

6. Create outgoing payment (Refund of the original Advance payment) and Manually clear with the credit memo.

Regards,

Harshal