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Set up pay invoice scenarios

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The Pay invoice functionality in Dynamics 365 Commerce has been expanded to support:

  • Payoff of multiple sales order invoices in a single POS transaction.
  • Payment of various customer invoice types including free text invoices, project-based invoices, and credit notes.

To enable these scenarios, the functionality profile for stores must be configured as outlined in below.

  1. Go to Retail and Commerce > Channel setup > POS setup > POS profiles > Functionality profiles and select a profile that's linked to the stores that you want to make the changes for.

  2. On the Functions tab, configure the following parameters as needed.

    • Sales order invoice – Select Yes to allow users to pay one or more sales order-based invoices in a single POS transaction.
    • Free text invoice – Select Yes to allow users to pay one or more free text-based invoices in a single POS transaction.
    • Project invoice – Select Yes to allow users to pay one or more project-based invoices in a single POS transaction.
    • Sales order credit note – Select Yes to allow users to settle multiple sales order-based credit notes against open invoices or process a refund to the customer for an open credit note.

Note

Payment or settlement of partial amounts is not yet supported.