Loading Invoices into Accounts Receivable Module

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Posted on by vincent

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?

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BillurSamdancioglu 19,501 Most Valuable Professional on at

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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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Ramit Paul 22,797 Most Valuable Professional on at

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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.

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vincent 25 on at

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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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vincent 25 on at

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RE: Loading Invoices into Accounts Receivable Module

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

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BillurSamdancioglu 19,501 Most Valuable Professional on at

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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.

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vincent 25 on at

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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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