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Small and medium business | Business Central, N...
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Last Invoice's payment

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Posted on by 103

I need to know last amount and date paid by my customer for each invoice, and also if certain document has been fully paid when that happend. Where can I look for this info?

I need to pull al the information by invoice by customer at certain date.

Thanks in advance.

  • Suggested answer
    JAngle Profile Picture
    159 on at

    Customer ledger entries and detailed customer ledger entries are the data sources to use

  • Suggested answer
    IB-29041624-0 Profile Picture
    1,191 Moderator on at

    And on the Customer Ledger Account you can look at the Open field to see if the invoice is fully paid or not.

    Remaining amount will tell you how much is unpaid.

    Closed by will tell you what document no. the invoice was fully paid from.

  • Suggested answer
    Community Member Profile Picture
    on at

    Marisun,

    You can look here:

    Customer List - Fact Box and Customer Card Fact Box

    pastedimage1643315048821v1.png

    Credit Management -

    pastedimage1643315111686v2.png

    Hope this helps.

    Thanks,

    Steve

  • Suggested answer
    YUN ZHU Profile Picture
    103,103 Super User 2026 Season 2 on at

    Hi, The easiest way is to use Customer Ledger Entries, you can add the filters you need.

    pastedimage1643329128805v2.png

    pastedimage1643329110840v1.png

    PS: You can also save your filters as a new view.

    https://docs.microsoft.com/en-us/dynamics365/business-central/ui-views

    Hope this will help.

    Thanks.

    ZHU

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