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How to add Reminder, Finance Charge Memo and Customer Payment Receipt to the Receivables documents?

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Posted on by 443

Hello Team,

Could you help me with the following question?

I cannot see Reminder, Finance Charge Memo, and Customer Payment Receipt among Account Receivables documents.
How to add them to the menu?

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  • Verified answer
    Andrew1986 Profile Picture
    Andrew1986 443 on at
    RE: How to add Reminder, Finance Charge Memo and Customer Payment Receipt to the Receivables documents?

    Thank you!

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: How to add Reminder, Finance Charge Memo and Customer Payment Receipt to the Receivables documents?

    Hi, If you want to customize the menu, you can refer to the link below.

    https://www.youtube.com/watch?v=19pxG6uc-MM

    https://docs.microsoft.com/en-us/dynamics-nav/how-to--modify-menu-items-in-a-menusuite

    https://docs.microsoft.com/en-us/dynamics-nav/designing-menusuites

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to add Reminder, Finance Charge Memo and Customer Payment Receipt to the Receivables documents?

    Andrew,

    I am not following your question. Do you want to know how to generate a Reminder? Reminders are separate documents that would not appear in an Aged Accounts Receivable report. Finance Charge will create Invoice and will appear. If you make a Customer payment, they will appear as Type Payment in the Customer Ledger and Aged AR. Are you looking for how to run a Reminder or Finance Charge.

    Thanks,

    Steve

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