How to reopen AR and AP Invoices once closed or fully paid to process returns or credits

A/R Invoices

Can a Credit Memo be created from a closed A/R Invoice?

Yes. This is a standard SAP Business One feature.

If an A/R Invoice has already been fully paid, the document status is typically Closed. Before you can create a related Return Request, A/R Credit Memo, or use the invoice as the base document, you must first re-open the invoice.

To do this:

• Open the A/R Invoice.
• Right-click anywhere within the document.
• Select "Change Document Status to Open".
• Click Update.

The invoice status will change from Closed back to Open.

This scenario commonly occurs when a customer pays an invoice in full and later returns the item for credit. Re-opening the invoice allows the return or credit process to be completed using the original document as the base.

Once the A/R Invoice has been re-opened, you can copy it to either:

• Return Request
• A/R Credit Memo

A/P Invoices

The process for A/P Invoices is very similar.

To re-open a closed A/P Invoice:

• Open the A/P Invoice.
• Right-click within the document.
• Select Advanced.
• Click "Change Document Status to Open".
• Click Update.

After the A/P Invoice has been re-opened, you can create:

• Goods Return Request
• A/P Credit Memo

using the original A/P Invoice as the base document.