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Dynamics 365 Community / Forums / Finance forum / Line wise invoice sett...
Finance forum

Line wise invoice settlement

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Posted on by @NoMe 217

Hi,

I need to settle invoice line wise. In A/r->payment journal->settle invoice lines is disabled though i have enabled parameter in a/r->account parameter->settlement->mark free invoices check to yes but still it is disabled and i cannot settle invoice line wise. Neither i get any line in custsettlementline table. Urgent help is highly appreciable.

Categories:
Development / Customization / SDK
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Can you share a screenprint of the 'mark free invoices' parameter and the 'settle invoice lines' button?

    I do not have them available in my demo environment and wonder whether they have been created through a system modification?

    Would be great if you could clarify.

    Many thanks,

    Ludwig

  • MATTGUO Profile Picture
    MATTGUO 22,353 Moderator on at

    Hi @NoMe,

    How many lines does the original invoice have?

    If it only has one line, the settle invoice lines will be disabled.

    If more than one line, the settle invoice lines will work.

    6710.snipaste_5F00_20190103_5F00_103343.png

  • Steve81 Profile Picture
    Steve81 30 on at

    Hi,

    is Settle invoice lines option works only with free text invoices, or it should work with sales order invoices as well?

    Thanks

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees 2 on at

    Hi Steve81,

    Yes it only works for free text invoice.

  • Steve81 Profile Picture
    Steve81 30 on at

    Thank you Junaid,

    any other setup or workaround to have the same function for sales order invoices?

    Thanks

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees 2 on at

    No, We dont have similar function for SO invoice.

    Can you share you exact requirement that you want to achieve please?

  • Steve81 Profile Picture
    Steve81 30 on at

    Sure,

    I have SO with three lines, let us say line 1 amount is $100, line 2 amount is $500, line 3 amount is $200. SO total is $800. I created an invoice and sent it to my customer.

    My customer sent a check with $550. He wants to pay $500 for line 2, and $50 for line 1.

    later he will send one or more checks to settle the whole invoice amount.

    the requirement I want to achieve is: when a user receive a payment against one or more SO invoices, user can select specific SO lines to settle the payment amount against them.

    Thank you for your help!

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees 2 on at

    Hi Steve81,

    Thanks your sharing your business scenario. There is no OOB feature in the system to create SO invoice by line and enable to create payment against specific SO line. This requires customization.

    However, There is a work around solution to meet your requirement but that can only work when you know an exact amount client will pay for 1st Invoice and 2nd invoice

    1. Create a sales order with 02 lines

    2. Goto header section > Currency Tab > Select Payment Schedule and save the changes

    3. Go to Invoice ribbon > Bill >> Payment Schedule

    4. Break down the invoice amount as agreed with customer.

    5. Post the invoice.

    6. Create payment and you can select respective invoice, client is paying you for.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,101 Super User 2026 Season 2 on at

    Hi Steve,

    In my opinion, this doesn't make sense. If you agree that the customer will pay in several parts, that is OK. The invoice should be paid at the end in total. If there is something wrong with an item or the customer wants to return items, there will be a return order and credit note.

    The line settlement is not related. If the customer is specifying it, that would be up to him. You don't need it as you only should care about collecting the remaining amount.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Good morning Steve81,

    Can you let us know why you need this line wise settlement?

    I can imagine some special accounting scenarios where this would help but would like to understand why you need that kind of settlement.

    Would be great if you could clarify.

    Many thanks and best regards,

    Ludwig

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