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Customer Invoice Payment with multiple methods of payment

  • 1.  Customer Invoice Payment with multiple methods of payment

    Posted 22 days ago
    Hello,
    I would appreciate some help with customer invoice payment process.
    The requirement is to pay 1 customer invoice with multiple methods of payment.
    Example : Invoice $200. Pay $150 using Customer payment journal CP1 with method of payment CASH and the remaining $50 in another journal CP2 with method of payment Credit card. Can the invoice be marked for payment of the $50 in CP2 before the first payment CP1 is posted?
    Thank you.

    ------------------------------
    Kalpana Balaji
    Omniparts Automotive
    Franklin TN
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Customer Invoice Payment with multiple methods of payment

    MICROSOFT MVP
    Posted 20 days ago
    Hi Kalpana,

    It is possible if you know this payment behavior in upfront. Usually there will be one "open" transaction for a single customer transaction. One "open" transaction can be marked with only one settlement before it gets posted. So, this is the restriction you encounter now.
    If you have a payment schedule setup, multiple "open" transactions will be created. You can split the "open" transactions also manually. You might have two options here:
    - Consider a small customization to split the CustTransOpen record automatically.
    - The Commerce/Retail module is able to work with retail statements. This is having the option to record multiple payments for a single transaction.

    ------------------------------
    kind regards,

    André Arnaud de Calavon
    Product manager, Microsoft MVP - Microsoft Dynamics Business Solutions
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Customer Invoice Payment with multiple methods of payment

    Posted 18 days ago
    Thank you for your input André.



    ------------------------------
    Kalpana Balaji
    Omniparts Automotive
    Franklin TN
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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