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Assign payment schedule to free text invoice

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Posted on by 20

I would like to know if there is a similar functionality for the accounts receivable module, that responds to this type of feature but for a free text invoice:
learn.microsoft.com/.../payment-invoice-journal
Or if you can please help in finding a way to assign a payment schedule to an already posted free text invoice?

  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,615 Most Valuable Professional on at
    RE: Assign payment schedule to free text invoice

    Hi,

    Please verify the answer for the ones that solved your issue.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,615 Most Valuable Professional on at
    RE: Assign payment schedule to free text invoice

    Hi,

    Unfortunately, you may not do that with multi selection.

    It is one by one operation as OOB.

  • Rui Reis Profile Picture
    Rui Reis 20 on at
    RE: Assign payment schedule to free text invoice

    Just found it, thank you so much Billur!

    Never thought the button was in the settle transactions window.. :)

    As we are talking about this, do you know a way to apply a payment schedule, but to a group of different open transactions?

    Lets say a customer has 3 big free texts, and he complies to pay all 3 within a specific payment schedule..

    Thanks again.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,615 Most Valuable Professional on at
    RE: Assign payment schedule to free text invoice

    community.dynamics.com/.../apply-prepayment-schedule-to-a-open-transaction

  • Rui Reis Profile Picture
    Rui Reis 20 on at
    RE: Assign payment schedule to free text invoice

    Are you talking about the open customer invoices page?

    When I mark an open transaction (a posted free text) I can´t see that button being activated...
    could you provide an image of that menu please?
    Maybe we´re lacking a feature... in feature management

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,615 Most Valuable Professional on at
    RE: Assign payment schedule to free text invoice

    No you cant but you can do from open transactions.

    You can mark the open transaction and the button apply payment schedule is activated.

    You may select the schedule and apply.

  • Rui Reis Profile Picture
    Rui Reis 20 on at
    RE: Assign payment schedule to free text invoice

    Yes I understand, but we can´t seem to edit this field in a posted free text, can you do it?

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,615 Most Valuable Professional on at
    RE: Assign payment schedule to free text invoice

    Hi,

    Payment schedule is in Free text invoice header under payment tab.

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