Skip to main content
Dynamics 365 Community / Forums / Finance forum / Settle customer paymen...
Finance forum
Suggested answer

Settle customer payment deductions using the matching invoice New feature

editSubscribe (0) ShareShare
ReportReport
Posted on by
Can someone help me how does this new feature helps business. 
  • Suggested answer
    Settle customer payment deductions using the matching invoice New feature
    the setting from this feature won't be visible until you have activated visibility for rebate management (in 10.0.39).
    Rebate management>Setup> Rebate management parameters>Feature visibility>activate>yes.
     
    Then you will find a new tab in Accounts receivable>setup>accounts receivable parameters>deductions>general>settle customer payment deductions.
     
    If you require the legacy functionality: set the parameter to "match to open payments". Watch out: by default this is set to the new functionality "match to invoice"!
     
     regards,
    Allan
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia on at
    Settle customer payment deductions using the matching invoice New feature
    Hi,
    This feature adds an option that lets you choose to settle customer payment deductions using the invoice selected for each deduction. When you use this option, the system automatically settles deduction transactions using the matching invoice provided an open balance exists for that invoice; otherwise the deduction won't be settled automatically. For more information, check this link: dynamics.fo.
    Best regards,
    Kevin
  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue on at
    Settle customer payment deductions using the matching invoice New feature
    Hi,
    You can check out this link which details the Settle customer payment deductions using the matching invoice feature. Additionally, you can get more information from the links in find out more.

  • Suggested answer
    Judy Profile Picture
    Judy on at
    Settle customer payment deductions using the matching invoice New feature
    Hi Sir,
     
     
    Please check the new feature in the following Document:
    Hope it helps.

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,045 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,570 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans