Applying Multiple Payments to One Customer Invoice and One Payment to Multiple Invoice

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Posted on by Derek Ching

We are trying to improve our AR collection process.

1. Does anyone have a process to applying multiple customer payments to one customer invoice.

2. Does anyone have a process to applying a single customer payment to multiple invoices to the same customer.

Appreciate the help in understanding and improving our operation flow.

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Gunjan Bhattachayya 35,423 on at

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Hi Derek,

You can create a customer payment journal line for the customer payments.

1. For applying multiple customer payments, you can select the invoice and edit the amount for the partial payment.

2. For applying a single payment to multiple customer invoices, you can click on Settle transactions and select the invoices to settle.

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Derek Ching 10 on at

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Gunjan,

When you do #1, does the system provide a report that shows all of the payments made to the single invoice? And if so, how does it identify the payment? Specifically, is there an invoice # that is applied to the partial payment to show that shows the amount that was applied.

For example, if customer paid 3 monthly payments of $250 each, and each of these payments are applied to invoice 100 (that has a balance of $750), does the settlement record show the 3 payments of $250 each with a separate settlement date?

When you do #2, where does the system show that a certain amount was applied to the invoice.

For example, if a customer has two invoices of $250 and $750, and made one payment of $1000, where does the system show that $250 was applied to one invoice and $750 was applied to the second invoice? Is there a report that shows all of this transaction information? Our process is to manually split the payment in D365 and enter it in, then apply it. So, I think that we are doing a manual process when an automated process could be performed.

Thanks, Derek

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Gunjan Bhattachayya 35,423 on at

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Hi Derek,

For both you can check the settlement history. Go to customer transactions. Go to "Settlement > Settlement history". For an invoice, it will show you the payment transactions. For a customer payment, it will show you the settled invoices.

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Derek,

When you settle transactions, records with the details about the settlement will be created. So this reason you have:

1. From a single customer transaction (invoice) you can see the specific payment settlement records with the individual dates.

2. If you settle one payment with two invoices, then from the invoices, you can see the payment settlement, but also from the payment transaction, you can see that it had been settled with two invoices.

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Junaid Idrees on at

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Hi Derek Ching,

That is OOB functionality in D365 and also a valid business practice.

1. Create multiple payments lines (modify the amount on line record that you want to settle) and settle against single invoice.

2. Create single payment line and apply against multiple invoices from settlement transaction screen.

There are many inquiry screens on customer card to track settlement history with corresponding invoices along with voucher details.

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Junaid Idrees on at

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Hi Derek Ching,

Did they help you fixing your problem or do you need any additional information/Help from community.

Please also help to mark the thread as answered to help others.

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