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How to handle a Vendor Refund in Dynamics NAV or D365

Vendor Refunds in NAV or D365 are essentially comprised of two transactions. One is the initial Credit Memo which causes a credit balance in NAV and the second is the actual refund received from the Vendor. Your company might have a credit memo already on file from a previous product return or over-payment. Separately, a Vendor might send you a check for funds that you were not expecting such as a Marketing promotion or other reasons. If the money is not for an existing credit balance in AP, you must create a Credit Memo first. For exact steps, please follow the Video:

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