Perform accounts receivable daily procedures in Dynamics 365 Finance

Intermediate
Business User
Functional Consultant
Dynamics 365
Finance

Learn how to create free text invoices, record customer payments, distribute funds, configure recurring invoices, and understand revenue recognition.

Learning objectives

In this module, you will learn how to:

  • Create free text invoices and record customer payments.
  • Distribute funds by using accounting distributions.
  • Configure recurring invoices.
  • Use reversals in Accounts receivable.
  • Settle transactions.
  • Reimburse a customer.
  • Understand revenue recognition.

Prerequisites

  • Basic understanding of finance and accounting processes
  • Ability to use Dynamics 365 Finance for basic processing
  • General knowledge of basic navigation within Finance
  • General understanding of sales order invoicing