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Suggested answer

Help with Payment

Posted on by Microsoft Employee

Is there a way in AX to see what a previous payment was applied to?  I want to be able to drill into the payment and see which 'invoices' were cleared because of the payment.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Help with Payment

    Hi ARAssoc,

    The payment history and settlement forms that Andre mentioned are probably the easiest forms that show the information you are looking for.

    Another alternative are the transactions that are recorded in the bank module. Also there, you can see the invoices that have been settled with a payment. Note: This alternative option works, however, only if you made the payment directly against a bank account and not against a payment bridging account.

    Best regards,

    Ludwig

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at
    RE: Help with Payment

    Hi ARAssoc,

    You can find the history/settlement details from any customer or vendor transaction.

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