MEAPSA

Process credit and collections in Dynamics 365 Finance

Although most customers pay their invoices on time, you need to be able to process invoices that aren't paid by their due date. This module shows you how Dynamics 365 Finance helps companies to process collections for delinquent customers

Business User

Functional Consultant

Dynamics 365

Finance

Module Objectives

In this module, you learn:

How to use customer account statements.
How to process collections.
How to use the credit management feature.

Units

Introduction min
Customer account statement min
Working with collections min
Manage customer credit and collections min
Credit management min
Lab - Work with credit and collections min
Check your knowledge min
Summary min

Prerequisites

Have a basic understanding of finance and accounting processes
The ability to use Finance for basic processing
Have a general understanding of sales order invoicing
Know how to configure credit and collections in Finance