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Better way to track unpaid invoices

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Posted on by 89
Hi all, thanks for taking time for my problem.
 
The finance team here is having trouble keeping up with unpaid invoices. On our old software, we assigned comments to the invoice for each reminder to remind us of the action taken, example:
Reminder 1: blah, blah, blah
Dunning 2: blah blah blah
...
 
But in d365, things get complicated. We were told to use the activities menu, but an activity cannot be assigned to an invoice. It's assigned to a customer, so in an extraction, for an unpaid invoice, you can end up with over 50 comments. It's impossible to track like that.
We had the idea of putting a comment on the invoice, but it's impossible to create a comment on a validated invoice.
 
How can we do this? For each overdue invoice, we'd like to be able to add an internal comment to track dunning actions.
 
Thank you for your help.
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,074 Super User 2025 Season 1 on at
    Better way to track unpaid invoices
    Hi JeanB,
     
    You can go to the Oganization administration > Document management > Active document tables. Add the table CustInvoiceJour and enable the option Always active. That should give you the option to add new attachments for posted customer invoices.
  • JeanB Profile Picture
    JeanB 89 on at
    Better way to track unpaid invoices
    Hi Franck, thanks for your answer.
     
    In my case, when I go to the note menu on an invoice, I can't create a new note :
     
    Where do we need to configure it ?
     
    Thanks
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,270 Super User 2025 Season 1 on at
    Better way to track unpaid invoices
    How do you define 'validated' invoice?  One that's been posted?  If so, you can add comments (notes) to posted invoices.  There's some configuration that might need to be updated in your environment to enable it.

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