- Module 1: Learn to configure 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.
- Configure Accounts receivable components.
- Create and maintain a customer.
- Configure customer payments.
- Set up customer posting profiles.
- Configure accounts receivable charges.
- Module 2: You can create customer invoices that are based on sales orders or packing slips. You can also enter free text invoices that are not related to sales orders. Additionally, you can receive payments by using several different payment types, which include bills of exchange, cash, checks, credit cards, and electronic payments. If your organization includes multiple legal entities, you can use centralized payments to record payments in a single legal entity on behalf of the other legal entities.
- Create free text invoices and record customer payments.
- Distribute funds by using accounting distributions.
- Configure recurring invoices.
- Use reversals in Accounts receivable.
- Understand revenue recognition.
- Module 3: Although most customers pay their invoices on time, you must be able to process invoices that are not paid by their due date. Accounts receivable collections information is managed in one central view by using the Collections page in Dynamics 365 Finance. Credit and collections managers can use this central view to manage collections.
- Configure credit and collections components.
- Configure aging reports, customer pools, collection agents, and aging period definitions.
- Set up and manage interests.
- Set up and manage collection letters.
- Module 4: Although most customers pay their invoices on time, you need to be able to process invoices that are not paid by their due date. This module shows you how Dynamics 365 Finance helps companies to process collections for delinquent customers
- How to use customer account statements.
- How to process collections.
- How to use the credit management feature.
In this module, you will learn how to:
In this module, you will learn how to:
In this module, you will learn how to:
In this module, you will learn:
