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Loading Invoices into Accounts Receivable Module

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Posted on by 25

We are currently loading client invoices via a journal entry into the General Ledger. Is anyone loading the client invoices into the AR module directly?

  • vincent Profile Picture
    vincent 25 on at
    RE: Loading Invoices into Accounts Receivable Module

    thank you, I am currently processing 1000+ invoices calculated in a 3rd party system . Is the free text invoice scalable? Thanks

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    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,620 Most Valuable Professional on at
    RE: Loading Invoices into Accounts Receivable Module

    Yes

    There are two ways to issue customer invoices. If you need to track inventory,  then you use sales order invoices, If not then free text invoices.

  • vincent Profile Picture
    vincent 25 on at
    RE: Loading Invoices into Accounts Receivable Module

    We copy and paste an Excel file into the D365 Master Batch template.

  • vincent Profile Picture
    vincent 25 on at
    RE: Loading Invoices into Accounts Receivable Module

    Is the Sales Order in the AR module? We load Excel files to the Master Journal Batch in the GL.

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    Ramit Paul Profile Picture
    Ramit Paul 22,313 Most Valuable Professional on at
    RE: Loading Invoices into Accounts Receivable Module

    Adding to Billur question- assuming if you are uploading invoices via journal then you Don't create sales order and then invoices, if this is the case then you can use the free text invoice functionality.

  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,620 Most Valuable Professional on at
    RE: Loading Invoices into Accounts Receivable Module

    Hi,

    How do you upload client invoices from journals? From an ISV or Excel template or ?

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