Summary and resources

Completed

Now that you reviewed this module, you should be able to:

• Describe core accounts payable components, including vendors, purchase orders, and vendor invoices.

• Describe vendor payments and settlements, including three-way matching concepts.

• Describe core accounts receivable components, including customers, customer invoices, and free text invoices.

• Describe credit management.

• Describe the collection process.

• Describe the concept of subscription billing.

Resources

Use these resources to discover more.

• Create purchase orders

• Approve and confirm purchase orders

• Product receipt against purchase orders

• Overview of vendor invoices

• Vendor payment overview

• Create vendor payments by using a payment proposal

• Prepayment invoices vs. prepayments

• Three-way matching policies

• Create a customer invoice

• Create sales order invoices

• Accounts payable home page

• Centralized payments for Accounts payable

• Vendor payments workspace

• Accounts receivable home page

• Credit and collections overview

• Set up collections

• Subscription billing overview

For further study:

• Configure Accounts payable in Dynamics 365 Finance

• Perform Accounts payable daily procedures in Dynamics 365 Finance

• Work with accounting distributions, invoice validations and settlements in Dynamics 365 Finance

• Get started with Dynamics 365 Finance

• Set up accounts receivable in Dynamics 365 Finance

• Set up credit and collections in Dynamics 365 Finance

• Get started with subscription billing in Dynamics 365 Finance