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AR Payment Journal

  • 1.  AR Payment Journal

    Posted 29 days ago
    ​Has anyone figured out how to post an ar payment journal and have the invoices be settled using the template in D365?
    We have figured out how to create a template to post a payment but it does not settle the invoice.  This seems like it should be an out of the box basic feature.

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    Kelly Laursen
    Kent Water Sports Holdings, LLC
    New London OH
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: AR Payment Journal

    TOP CONTRIBUTOR
    Posted 28 days ago
    Have you tried automatic settlement?

    https://docs.microsoft.com/en-us/dynamics365/finance/cash-bank-management/configure-settlement

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    Ian Gorman, PMP, MCSE
    Solution Architect
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: AR Payment Journal

    Posted 25 days ago
    ​No, but I will now.  thank you

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    Kelly Laursen
    Kent Water Sports Holdings, LLC
    New London OH
    ------------------------------

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


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