Skip to main content

Notifications

Announcements

Join us in the Community for an AMA: December 12th Register Today
News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer Invoice Match...
Finance | Project Operations, Human Resources, ...
Answered

Customer Invoice Matching in D365FO

(1) ShareShare
ReportReport
Posted on by AR-19070417-0 35
Can anyone give me a details or reference documentation about Customer Invoice Matching in D365FO. 
Categories:
Microsoft Dynamics AX
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 12,059 Super User 2024 Season 2 on at
    Customer Invoice Matching in D365FO

    Hi,
    As mentioned, we need more details about your scenario to provide better clarification.

    In general, in D365FO, customer transaction matching is performed through the settlement function, where invoices can be settled against payments or credit notes. This process can be done manually from the customer card or automatically by importing payment files into the customer payment journal.
     

  • Bharath jain Profile Picture
    Bharath jain 790 on at
    Customer Invoice Matching in D365FO
    Hi,
     
    what do you mean by customer invoice matching? customer invoice is something that is generated by system 
     
    Regards,
    Bharath Jain
  • Suggested answer
    Anthony Blake Profile Picture
    Anthony Blake 2,179 Super User 2024 Season 2 on at
    Customer Invoice Matching in D365FO
     
    Do you definitely mean customer invoice matching? What is the scenario? I would expect a customer invoice to be generated and invoice matching to be a better fit for purchase and supplier process.
     
    If its payments you are looking for, it's here:
     
     
    If it is supplier invoice matching, it's here:
     
    Anthony

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join us in the Community for an AMA: December 12th Register Today

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans