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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Posting Sales Orders w...
Small and medium business | Business Central, N...
Suggested Answer

Posting Sales Orders when goods are NOT delivered (paid but not shipped) 

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Posted on by SL-15041028-0 219
if prepayment is not used then
  • Questions:
    a) What is the correct process if the customer pays but we have NOT delivered yet?
    b) What if the customer has fully paid but the product stays with us for maintenance work before delivery?
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    AndrewThomas81 Profile Picture
    AndrewThomas81 291 on at
    Process the cash receipt on the customer without applying it.  The payment will then remain on the customer as a remaining amount until the sales invoice is posted and then it can be applied.
     
     
     
  • Suggested answer
    Rajvi Shah Profile Picture
    Rajvi Shah 68 on at
    Hello,
     
    Q: What is the correct process if the customer pays but we have NOT delivered yet?
    A: You can check below link to learn the customer payment but delivery is pending.
     
     
     
     
  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 11,388 Super User 2026 Season 1 on at
    Hello,
    If prepayment is not used, the correct process is to register the customer payment normally and keep it unapplied until the invoice exists. Create the Sales Order, post the customer payment (Cash Receipt Journal) without applying it, and it will remain as a customer credit. When the goods are actually delivered, post the shipment and invoice, then apply the earlier payment to the invoice from Customer Ledger Entries. If the customer paid but the product stays with you for maintenance before delivery, the same logic applies: do not invoice until delivery, keep the payment unapplied, and apply it once the invoice is posted.
     
    Regards,
    Oussama Sabbouh
  • SL-15041028-0 Profile Picture
    SL-15041028-0 219 on at
    @OussamaSabbouh Is there a way we can register payment from the sales order itself.
  • Suggested answer
    AndrewThomas81 Profile Picture
    AndrewThomas81 291 on at
    You can only apply a payment to a customer ledger entry, which a sales order does not have, the only alternative here would be to use prepayment invoices
     

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