Set up accounts receivable in Dynamics 365 Finance

Functional Consultant
Dynamics 365
Supply Chain Management


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Learn to set up the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that are not related to sales orders. This module also explains how to receive customer payments by using several different payment types, such as cash, checks, credit cards, and electronic payments.

Learning objectives

In this module, you will learn how to:

  • Set up Accounts receivable components.
  • Create and maintain a customer.
  • Set up customer payments.
  • Set up payment calendars and calendar rules.
  • Set up customer posting profiles.
  • Set up accounts receivable charges.


  • A basic understanding of finance and accounting processes
  • The ability to use Finance for basic processing
  • General knowledge of basic navigation within Finance
  • A general understanding of sales order invoicing