Set up accounts receivable in Dynamics 365 Finance

Module
14 Units

Intermediate

Functional Consultant

Dynamics 365

Finance

Supply Chain Management

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.

Learning objectives

In this module, you will learn how to:

Set up Accounts receivable components.
Create and maintain a customer.
Set up customer payments.
Set up payment calendars and calendar rules.
Set up customer posting profiles.
Set up accounts receivable charges.

Prerequisites

A basic understanding of finance and accounting processes
The ability to use Finance for basic processing
General knowledge of basic navigation within Finance
A general understanding of sales order invoicing

Introduction min
Payment schedule min
Terms of payment and payment days min
Cash discounts min
Payment fees min
Set up the credit card payment service min
Methods of payment and payment control min
Set up a payment calendar and payment calendar rules min
Create and maintain customers min
Set up customer posting profiles min
Configure accounts receivable charges min
Lab - Configure customer posting profiles and create a new customer min
Check your knowledge min
Summary min