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Small and medium business | Business Central, N...
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Collection notes

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Posted on by 4,086

Where in Business Centra user can track collection notes for customer and thier invoices.

I found the link below which is exactly what I'm looking for but canno find it in BC.

How to take Collections Notes in Microsoft Business Central (erpsoftwareblog.com)

 

Thanks

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,147 Super User 2024 Season 2 on at
    RE: Collection notes

    Hi, The solution mentioned in your link is published on AppSource, you can contact them directly to get the app.

    https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.ipayments%7CAID.dynamics-365-business-central-credit-card-payments%7CPAPPID.8f7cdd5f-1af2-4ec2-a1f3-ecb959ec395b?tab=Overview

    Or you use the standard solution mentioned by Brad.

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Brad_P Profile Picture
    Brad_P 1,542 on at
    RE: Collection notes

    Hi,

    The article that you referenced looks like it is specific to an app. If you would like to use the base application, you can store documents and notes with the customer.

    pastedimage1659908125020v1.png

    You can also setup contacts (company and/or person) for the customer and log interactions.

    pastedimage1659908435950v2.png

    https://docs.microsoft.com/en-us/dynamics365/business-central/marketing-create-contact-companies

    docs.microsoft.com/.../marketing-interactions

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