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Customer Invoice Payment with multiple methods of payment

  • 1.  Customer Invoice Payment with multiple methods of payment

    Posted Sep 04, 2020 06:01 PM
    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 Sep 07, 2020 02:19 AM
    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 Sep 08, 2020 04:31 PM
    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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