Process credit and collections in Dynamics 365 Finance

Business User
Functional Consultant
Dynamics 365

Although most customers pay their invoices on time, you need to be able to process invoices that aren't paid by their due date. This module shows you how Dynamics 365 Finance helps companies to process collections for delinquent customers

Learning objectives

In this module, you learn:

  • How to use customer account statements.
  • How to process collections.
  • How to use the credit management feature.


  • Have a basic understanding of finance and accounting processes
  • The ability to use Finance for basic processing
  • Have a general understanding of sales order invoicing
  • Know how to configure credit and collections in Finance