Work with accounts receivable in Dynamics 365 Finance 

Introduction

Payment schedule

Terms of payment and payment days

Cash discounts

Payment fees

Set up the credit card payment service

Methods of payment and payment control

Set up a payment calendar and payment calendar rules

Create and maintain customers

Set up customer posting profiles

Configure accounts receivable charges

Lab - Configure customer posting profiles and create a new customer

Check your knowledge

Summary

Introduction

Create free text invoices

Recurring free text invoices

Create and handle payments of customer invoices for sales orders

Settle transactions and undo settlements

Revenue recognition overview

Define revenue schedules

Define revenue prices

Set up bundle items

Exercise - Create and process a free text invoice

Exercise - Work with invoices from sales orders

Exercise - Process an invoice and settle it against a payment

Check your knowledge

Summary

Introduction

Configure accounts receivables for credit and collections

Configure credit and collections components

Set up interest rates for an interest code

Waive, reinstate, or reverse interest fees

Set up and manage collection letters

Exercise - Set up credit and collections in Finance

Exercise - Create a write-off journal for a customer

Check your knowledge

Summary

Introduction

Customer account statement

Working with collections

Manage customer credit and collections

Credit management

Lab - Work with credit and collections

Check your knowledge

Summary