Perform accounts receivable daily procedures in Dynamics 365 Finance
Note
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Learn how to create free text invoices, record customer payments, distribute funds, configure recurring invoices, and reimburse a customer.
Learning objectives
In this module, you learn how to:
- Create free text invoices and record customer payments.
- Distribute funds by using accounting distributions.
- Configure recurring invoices.
- Use reversals in Accounts receivable.
- Settle transactions.
- Reimburse a customer.
Prerequisites
- Basic understanding of finance and accounting processes
- Ability to use Dynamics 365 Finance for basic processing
- General knowledge of basic navigation within Finance
- General understanding of sales order invoicing