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Unpaid customer invoices

  • 1.  Unpaid customer invoices

    Posted Jul 14, 2020 02:33 AM
    we're running AX2012R3 CU10.
    According to the Microsoft documentation there should be functionality where you can lookup a customers unpaid invoices, see below.
    Unfortunately we don't have this functionality. Is there a setup needed to activate this?

    Otherwise is there another way to look up a customers unpaid invoices or outstanding against an invoice, if not the full amount has been settled?

    Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

    Use the Unpaid customer invoices page to view a list of customer invoices that have not yet been paid, or to export invoice data to Microsoft Excel.

    1. Click Sales on the top link bar, and then click Customers on the Quick Launch.

    2. Select a customer account.

    3. On the Action Pane, on the Sell tab, click Unpaid invoices. On the Unpaid customer invoices page, you can view a list of invoices with their due dates and amounts.

    Soren Normann Rasmussen
    SSS Australia

  • 2.  RE: Unpaid customer invoices

    Posted Jul 14, 2020 04:12 AM

    Hi Soren,


    I have access to both an AX 2012 R3 RTM environment and an AX 2012 R3 CU13 environment (we just did a CU upgrade).


    In both versions I find this tucked away in a slightly different area of the UI compared to the MS reference you quoted (both versions are the same).  Here is how I would write up the navigation steps based on our environment.

    1.    Navigate to /Sales and marketing/Common/Customers/All customers or to /Accounts receivable/Common/Customers/All customers

    2.    Select a customer account.

    3.    On the FastBox, on the Related information tab, click Open Customer Invoices, a blue hyperlink.  [actually shows in AX as Open Customer Invoices (count) currency, e.g. Open Customer Invoices (25) AUD].  On the Open customer invoices page, you can view a list of invoices with their due dates and amounts.


    Other navigation options that are handy for a similar result

    /Accounts receivable/Common/Customer invoices/Open customer invoices > filter by selected account(s).   This is where the "Open Customer Invoices" shortcut link from the customer account takes me, pre-filtered to the selected account from step #2 above.

    /Accounts receivable/Common/Customer invoices/Customer invoices due today > filter by selected account(s).  

    /Accounts receivable/Common/Customer invoices/Customer invoices past due > filter by selected account(s).  


    Best Regards,


    Andy Helm
    ASSA ABLOY Opening Solutions Asia Pacific


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