Work with accounts receivable in Dynamics 365 Finance
Configure 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. In this learning path, you will also learn how to do daily tasks in accounts receivable.
Prerequisites
- Basic understanding of finance and accounting processes.
- The ability to use Finance for basic processing.
- General understanding of sales order invoicing.
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Modules in this learning path
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.
Learn how to create free text invoices, record customer payments, distribute funds, configure recurring invoices, and understand revenue recognition.
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.
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