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Invoice customer prepayment

Microsoft Dynamics AX Forum

Kim Johnson asked a question on 14 Jun 2018 11:19 PM
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Hi All, 

I can't seem to find the instruction for invoicing customer prepayment.  Most of the time, we receive customer prepays and record the prepayments; but we don't invoice the customer for prepayments.  Does anybody have the instruction such process?  Thanks so much!

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Albrecht Prieler responded on 15 Jun 2018 1:30 AM
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Hello Kim,

there is only a real prepayment function if you are using retail.

If you are not using retail, we can do it as follows:

1.  Send Order Confirmation (if necessary duplicate Report and Change Label to proforma invoice)

2.  Customer pays

3. Accounting Dept. books Payment to customers account

4. SO is invoiced then they have to settle payment with invoice

best regards

Albrecht

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Suggested Answer

Hello Kim, Here is a nice blog post on customer prepayments

shafeaa.blogspot.com/.../payments-in-advance-prepayment-from.html

Best regards,

Ludwig

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Kim Johnson responded on 15 Jun 2018 8:37 AM
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Thanks, Ludwig, for your response.  I got this part.  This is when the customer payment is received and applied.  I was looking for a way to invoice the prepay to the customer.  This is before the customer send us a prepay.  Thanks

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Verified Answer

Hello Kim,

There is no standard functionality available for the creation of such a 'prepayment' invoice.

What you can do as a workaround is creating a service/dummy item or a sales category that you use for invoicing the customer.

If you make use of this workaround you have to ensure that that you add a negative line later on for the same service/dummy item or category that deducts the prepayment made.

This workaround requires, however, additional manual steps.

Best regards,

Ludwig

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Kim Johnson responded on 15 Jun 2018 9:00 AM
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Thanks, Albrecht, for your response.

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Albrecht Prieler responded on 15 Jun 2018 1:30 AM
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Verified Answer

Hello Kim,

there is only a real prepayment function if you are using retail.

If you are not using retail, we can do it as follows:

1.  Send Order Confirmation (if necessary duplicate Report and Change Label to proforma invoice)

2.  Customer pays

3. Accounting Dept. books Payment to customers account

4. SO is invoiced then they have to settle payment with invoice

best regards

Albrecht

Reply
Verified Answer

Hello Kim,

There is no standard functionality available for the creation of such a 'prepayment' invoice.

What you can do as a workaround is creating a service/dummy item or a sales category that you use for invoicing the customer.

If you make use of this workaround you have to ensure that that you add a negative line later on for the same service/dummy item or category that deducts the prepayment made.

This workaround requires, however, additional manual steps.

Best regards,

Ludwig

Reply
Suggested Answer

Hello Kim, Here is a nice blog post on customer prepayments

shafeaa.blogspot.com/.../payments-in-advance-prepayment-from.html

Best regards,

Ludwig

Reply

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