Open customer invoices (list page)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Accounts receivable > Common > Customer invoices > Open customer invoices.
Use this list page to view and modify open customer invoices.
Note
When you double-click an invoice on this list page, the form that opens depends on the origin of the customer invoice:
-
Customer invoices for sales orders – The Customer transactions form opens.
-
Free text invoices – The Free text invoice form opens.
-
Customer invoices that were entered in a journal – The General journal form opens.
Navigating the form
The following table provides descriptions of controls that differ from the controls in the Customer transactions form. For information about the other controls on this page, see Customer transactions (form).
Buttons
Button |
Description |
---|---|
Payment journal |
Open the Payment journal form, where you can enter and post payments from customers. |
Settle open transactions |
Open the Settle open transactions form, where you can view open customer transactions and mark them for settlement. |
Closed transaction editing |
Open the Closed transaction editing in several currencies form, where you can view closed, or settled, transactions for the selected customer account. You can also use the form to reverse a settlement. |
New collection letters |
Open the Creation of collection letter form, where you can generate collection letter note proposals and new collection letter codes for customer accounts that have open transactions for which the due date has passed. |
Print/Post letters |
Open the Print/Post letters form, where you can modify, print, and post the collection letters that you generated in the Creation of collection letter form. |
New interest note |
Open a menu that contains the following items:
|
Print/Post interest notes |
Open the Interest note form, where you can modify, print, and update the interest note proposals that you generated in the Interest calculation form. |
Write off |
Create write-off transactions for the selected invoice. |
Invoice |
Open a form where you can view information about the selected invoice. The form that opens depends on the origin of the customer invoice:
|
Transactions |
Open the Customer transactions form, where you can view transactions that are posted to the selected customer account. |
Payments |
Open the Customer settlement form, where you can view the history for the payments that the customer has made on the selected invoice. |
Interest notes |
Open the Customer transactions form, where you can view interest notes for the selected invoice. |
Collection letters |
Open the Customer transactions form, where you can view collection letters for the selected invoice. |
Free text invoice |
Open the Free text invoice form, where you can create a free text invoice. |
Shipments |
Open the Shipping specification form, where you can view shipping information for the selected invoice. |
Bill of lading |
Open the Bill of lading form, where you can view, modify, and create bills of lading for the selected invoice. |
Vouchers |
Open the Voucher transactions form, where you can view voucher transactions by journal number and posting date. |
Totals |
Open the Totals form, where you can view historical totals for the current invoice. You cannot modify the information in this form. |
Commission transactions |
Open the Commission transactions form, where you can view details about the commission transactions that were calculated for each employee when the selected invoice was generated. |
Charges |
Open the Charges transactions form, where you can view charges that are specified for the selected invoice. |
Posted sales tax |
Open the Posted sales tax form, where you can view sales tax transactions that have been posted. |
Synchronize batch/serial numbers |
This button is available if the customer invoice is related to an intercompany sales order. |
Invoice posting |
This button is available if the customer invoice is related to an intercompany sales order. |
View |
Open a menu that contains the following items:
|
Send |
Open a menu that contains the following items:
|
Open a menu that contains the following items:
|
|
Analyze data |
Open the Power View report designer, where you can create a report. For more information, see Create a report by using Power View to connect to a cube. |
Fields
Field |
Description |
---|---|
Customer account |
The customer account number. |
Name |
The party name that is associated with the customer account. |
Interest |
The total amount of interest that is assessed on the invoice. |
Payments |
The total amount that the customer has paid on the invoice. |
Amount not settled |
The amount, in the transaction currency, that is not yet settled. |
See also
Journal voucher - General journal (form)
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