Dynamics Community Forum Thread Details

Print payment details on Posted Sales Invoice report in Business Central?

Hello everyone,

We have a client requirement related to Posted Sales Invoices and payment visibility.

Requirement

Once a customer payment is recorded and applied against a Posted Sales Invoice, the client wants the payment details to be printed on the Posted Sales Invoice report.

They would like the invoice printout to show payment-related information such as:

Payment document number / payment entry number
Payment date
Payment method
Amount paid
Remaining balance, if any
If the payment was made by check, then the check number
Any other relevant payment reference information

Business Scenario

For example, if a Posted Sales Invoice is created for $1,000 and the customer has already made payments against it, the printed invoice should show something like

Invoice Amount: $1,000.00
Payment Received: $500.00
Payment Date: 06/03/2026
Payment Method: Check
Check Number: 12345
Remaining Balance: $500.00

In some cases, there may be multiple payments applied to the same invoice, such as:

Payment 1: $100.00 - Prepayment - 05/20/2026
Payment 2: $500.00 - Check No. 12345 - 06/03/2026
Balance Due: $400.00

The client wants this information to be visible on the invoice document itself so that when the invoice is sent to the customer, the customer can clearly see what has already been paid and what balance is still due.

Question

Is there any standard way in Business Central UI/report setup to print applied payment details on the Posted Sales Invoice report?

Specifically:

Is there an existing field, setting, or report option that can show applied customer payment details on the posted sales invoice printout?
Can this be achieved through standard report layout customization only?
Or do we need to create/customize the Posted Sales Invoice report dataset to fetch payment details from Customer Ledger Entries / Detailed Customer Ledger Entries?

Any guidance on the standard approach or recommended customization approach would be helpful.

Thanks in advance!

Categories:

Dynamics 365 Business Central

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