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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Paid amount and Remain...
Microsoft Dynamics AX (Archived)

Paid amount and Remaining balance on customer invoice

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Posted on by Tina Kim 103

Hello experts

My client asked us to modify their invoice to show total paid amount and remaining balances.

following is the modified design of the new report .

_74C7F8BBC0C9_-25.png

I know the path of the remaining balance of the customer, but I cannot find where I can get remaining balance & paid amount of a certain invoice.

Please help me with find the AOT path of the remaining balances & paid amount  of  invoices.

Thank you!

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,361 Super User 2025 Season 2 on at
    RE: Paid amount and Remaining balance on customer invoice

    Hi Tina,

    This is an odd requirement if it is not related to a pre-payment. An invoice is a static document which should not include variable information is something was paid or not or how much.

    A pre-payment amount can be mentioned, but regardless if is was actually paid or not.

  • Tina Kim Profile Picture
    Tina Kim 103 on at
    RE: Paid amount and Remaining balance on customer invoice

    sorry that I didn't mention one thing.

    If my client has some customers pay in installment, and after made partial payments on their invoices, our client wants to issue an update invoice that shows remaining balances.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,361 Super User 2025 Season 2 on at
    RE: Paid amount and Remaining balance on customer invoice

    Hi Tina,

    You can use the Customer account statement for this purpose. It is usually not required to change/update/modify an issued invoice. At least not in the countries I have implemented Dynamics AX.

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