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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
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.
You can also setup contacts (company and/or person) for the customer and log interactions.
https://docs.microsoft.com/en-us/dynamics365/business-central/marketing-create-contact-companies
docs.microsoft.com/.../marketing-interactions
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
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