Credit Memos with Business Central

Which credit memos Benji Pays sees

Benji Pays imports posted sales credit memos from Business Central for each customer. When a credit memo refund is enabled and you select it, the refund dropdown is filled live: Benji Pays lists that customer's credit memos that still have a remaining amount, after subtracting amounts Benji Pays has already recorded on other refunds. The credit memo option is currently turned off, so that dropdown is not available and refunds are non-integrated.

Using a credit memo for a refund

The credit memo option is currently turned off, so a Business Central refund does not show Select a Business Central credit note and nothing is recorded in Business Central. When that option is enabled and you select it, open the transaction, choose Refund, enter the amount, and pick a credit memo from that live list. If none is listed you will see "Please select a credit memo or overpayment to apply this refund to." Benji Pays then refunds the customer's card or bank account and creates a refund line in the Cash Receipt Journal. You apply that line to the credit memo in Business Central with Apply Entries. Full steps are in Voiding and Refunding Payments with Business Central.

Credit memos during Auto Processing

To use a credit before Auto Processing charges an invoice, apply the credit memo to the invoice in Business Central (Customer Ledger Entries > Apply Entries). The invoice's remaining amount in Business Central drops, Benji Pays picks up the new balance on the next sync, and Auto Processing charges only the remainder.

Where credit memos appear in Benji Pays

As with other accounting systems, Benji Pays does not currently list credit memos in a table in the merchant app or the Customer Portal. When the credit memo refund option is enabled, they appear in the refund dialog only. That option is currently turned off. The Credits column on the Customers page shows whether credits were applied by Benji Pays, which for Business Central is always No.