Set up credit and collections in Dynamics 365 Finance

Functional Consultant
Dynamics 365

Although most customers pay their invoices on time, you must be able to process invoices that aren't paid by their due date. Accounts receivable collections information is managed in one central view by using the Collections page in Dynamics 365 Finance. Credit and collections managers can use this central view to manage collections.

Learning objectives

In this module, you learn how to:

  • Configure credit and collections components.
  • Configure aging reports, customer pools, collection agents, and aging period definitions.
  • Set up and manage interests.
  • Set up and manage collection letters.


  • Basic understanding of finance and accounting processes
  • The ability to use Finance for basic processing
  • General understanding of sales order invoicing
  • General understanding of the collection process