MEAPSA

Perform accounts receivable daily procedures in Dynamics 365 Finance

Learn how to create free text invoices, record customer payments, distribute funds, configure recurring invoices, and understand revenue recognition.

Business User

Functional Consultant

Dynamics 365

Finance

Module Objectives

In this module, you will learn how to:

Create free text invoices and record customer payments.
Distribute funds by using accounting distributions.
Configure recurring invoices.
Use reversals in Accounts receivable.
Settle transactions.
Reimburse a customer.
Understand revenue recognition.

Units

Introduction min
Create free text invoices min
Recurring free text invoices min
Create and handle payments of customer invoices for sales orders min
Settle transactions and undo settlements min
Reimburse a customer min
Revenue recognition overview min
Define revenue schedules min
Define revenue prices min
Set up bundle items min
Exercise - Create and process a free text invoice min
Exercise - Work with invoices from sales orders min
Exercise - Process an invoice and settle it against a payment min
Check your knowledge min
Summary min

Prerequisites

Basic understanding of finance and accounting processes
Ability to use Dynamics 365 Finance for basic processing
General knowledge of basic navigation within Finance
General understanding of sales order invoicing