web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

ATB WITH OPEN INVOICES

(1) ShareShare
ReportReport
Posted on by 272
Greeting all,
I need your help, as I have been trying to find an ATB with open invoices as well as over payment on the account, the below shows me invoices & credits but not over payment, can you guide me what report/screen can provide me with what I am looking for
 
Categories:
I have the same question (0)
  • Suggested answer
    CA Neeraj Kumar Profile Picture
    4,530 on at
    ATB WITH OPEN INVOICES
    Hi,
     
    I prefer to use the workspace of "Customer Payments"
     
    and also the Customer ageing report at Detail level
     
     
    Regards,
    Neeraj
  • MH-12092052-0 Profile Picture
    272 on at
    ATB WITH OPEN INVOICES
    Hello Neeraj,
    is there one that displays the customer invoices stacked as a standard excel layout
     
  • Suggested answer
    CA Neeraj Kumar Profile Picture
    4,530 on at
    ATB WITH OPEN INVOICES
    There is a customer statement report which is also available in ER, so it can be modified in order to get in proper format of excel.
     
    Even the above report (customer ageing report) if you extract in CSV, it will come in proper excel layout for working perspective.
     
    Regards,
    Neeraj Kumar
  • MH-12092052-0 Profile Picture
    272 on at
    ATB WITH OPEN INVOICES
    Can you please tell me where is this statement report

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

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Sahan Hasitha Profile Picture

Sahan Hasitha 226

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 81 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 68 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans