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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / BC Open Payment and Ne...
Small and medium business | Business Central, N...
Suggested Answer

BC Open Payment and New Invoice

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Posted on by SL_GP_BC_123 1,040
In Accounts Receivable in Business Central, if I’m entering a sales invoice and there is already an open payment on the customer’s account, is there a way to apply that payment during the invoice entry process? I know I can post the invoice and then apply the existing payment afterward, but I’m hoping there might be a way to streamline the steps.

Look forward to a response.
 
 
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 7,836 on at
    Hello,
     
    In standard Business Central you cannot apply an existing open payment while entering an unposted sales invoice—applications only work on posted customer ledger entries, so the invoice must be posted first. The fastest standard flow is to post the invoice and immediately apply the payment via Apply Entries from the posted invoice or Customer Ledger Entries, or handle application centrally from the Cash Receipt Journal; there’s no out-of-the-box way to apply during invoice entry itself.
     
    Regards,
    Oussama Sabbouh
  • Suggested answer
    Dhiren Nagar Profile Picture
    Dhiren Nagar 959 on at
     
    One of the method is what @Mohana Yadav correctly suggested is to setup the customer with Applies-to oldest which will auto apply the Invoice against the oldest open entry from your customer ledger. However this does not allow you to choose which payment or open entry you want to apply to. So use wisely.
     
    If you want, you can do a small customization to bring three fields from the table Applies-to Doc Type, Applies-to Doc No. and Applied-to ID.
     
    These fields help you apply open entries to the current invoice and when you post it will apply the selected entries as well.
     
    If you are using IN localization this is a standard feature. For other versions you need to do customization as above.
     
    Regards,
    Dhiren
     
     
  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 61,025 Super User 2025 Season 2 on at
    Yes, set Application Method to 'Apply to Oldest' on customer card.

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