Get started with accounts receivable daily procedures in Dynamics 365 Finance

  • Module
  • 11 Units
Intermediate
Business User
Functional Consultant
Dynamics 365
Finance

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