1. Credit note used the same document number as the original invoice. Reports show only the last instance for that document number. For that reason, use CM with credit notes, DM with debit notes, etc. to ensure that document number is not reused.

3. When customer is accessed in Invoices, salesperson code is brought over. There are many warnings to change the salesperson to a valid one, and you cannot close the record normally. You can close the batch, which will close the invoice within it, and then you can post the invoice.

4. Since the problem is duplication of the document number, GridView does not see it either. Gridview did report invoices and credit notes with invalid salesperson codes.