Plaza 365
Plaza 365

No results found for your search

RegisterLog in

5

D365 Prepayment Customer Invoice Feature

Visit article

#feature

#invoice

#prepayment

Dynamics 365 Finance

Category

Oct 20, 2024

Published date

Text

Article Type

AI Summary

  • The blog article discusses the new "Prepayment customer invoice feature" in Microsoft Dynamics 365 version 10.0.41, allowing users to record and link Customer Prepayments to Sales Orders.
  • Setup steps include enabling the feature in System Administration, setting up posting types in Inventory Management, configuring Accounts Receivable parameters, and scheduling background processes for automated prepayment settlement.
  • Number sequences for prepayment invoices and vouchers need to be filled in Accounts Receivable parameters, and Sales Categories should be set up for prepayment proposals.
  • The walkthrough involves creating a Sales Order, generating a prepayment proposal, creating a prepayment invoice, recording a customer receipt, applying prepayments, and posting the actual sales invoice.
  • The process ensures that prepayments are correctly applied to the actual invoice, resulting in an open customer/sales order invoice of the remaining amount.

Registered users can view the full text for FREE!

Sign In Now!

Cookies Consent

We use cookies to enhance your browsing experience, serve personalized ads or content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies.