Hello Sallyann T,
Just remember; if any invoice is settled; that means it is "Paid". If not settled yet, that means it is still "Open/Unpaid".
There are couple of options you can try in D365 in this case.
1) Try first with All customers form. Open "Transactions" and add a column 'Amount settled' through personalization. It will display all transactions which are settled and not yet settled / unpaid.
Now filter with 0.00 in the 'Amount settled' field. It will then display only those transactions which are not yet settled / unpaid.
2) Try with 'Collect > Settle transactions' in All customers form. It will show you only those transactions which are not yet settled / unpaid.
3) Try with AR > Invoices > Open customer invoices. It will give you same output.
4) Try with AR > Invoices > Customer invoices due today.
First remove this default details as highlighted above in "Due date" column.
Then generate this report. It will give you the same output.
5) Try with AR > Invoices > Customer invoices past due.
6) Try with AR > Inquiries and reports > Open transactions report.
Filter by 'Open transactions per' date and generate the report. You can also filter by any specific customer or for all customer.
7) Try with AR > Inquiries and reports > Invoices > Customer invoice transactions report.
Filter by Date, Dimension focus, Customer account (or all customers), Invoice type -- "Open", "Paid", "Both" and generate the report.
There must be many other options available to check unpaid / not settled details for customer. You can explore that in system
Kindly check and provide your feedback.
Best regards,
Sourav Dam
Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.
