Applies to Product – Dynamics 365 Finance
What’s happening?
Collection process automation is set up to exclude invoices under $1. However, credit notes are still being included in the predunning emails that are being sent out to customers.
Reason:
The system settings for the collection process automation may not be configured correctly to exclude credit notes from the predunning emails.
Resolution:
To exclude credit notes from predunning emails in Dynamics 365, follow these steps:
1. Navigate to Credit and collections > Setup > Accounts receivable parameters.
2. On the Collections tab, set the Ignore payments and credit memos when calculating collection letter code option to Yes.
This setting ensures that credit notes are not included in the emails sent out during the collection process automation.
For more details, please refer to the relevant documentation on collection letters and process automation.