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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Free text invoice and ...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Free text invoice and credit limit checks

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Posted on by KK-27040934-0 3
Hello all!

I am trying to find out if there is any way a free text invoice can be included in credit limit checks for a customer?
If there are any good links/videos concerning this specific topic, I would be glad to receive it :-)

Thank you in advance for your nice help :-)



 
  • Suggested answer
    Hanna85 Profile Picture
    Hanna85 260 on at
    Hi Kristina.
     
    Yes you can. In the credit and collections  module go to credit and collection parameters. In the tab Credits, at the bottom just select "Check credit limit on free text invoice"

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