web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to show "Posted Sa...
Small and medium business | Business Central, N...
Suggested Answer

How to show "Posted Sales Invoice" report as Paid If the customer has already paid it.

(0) ShareShare
ReportReport
Posted on by Inkey Solutions 2,100
Hi Community,
 
I have a requirement to show 'Posted Sales Invoice' report as 'Paid' If the customer has already paid it. I have created Posted sales invoice report (RDLC Report) in which I have to show that the invoice is paid when the customers pay it. Is there any OOTB [Out of the box] functionality or field using which I can achieve this requirement? If you have any solutions then please guide me.
 
Thank You.
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 6,546 Super User 2025 Season 2 on at
    How to show "Posted Sales Invoice" report as Paid If the customer has already paid it.
    The Posted Sales Invoice has two fields which can be used to improve your report.  The "Remaining Amount" field and the "Closed" field, as shown in the screenshot of the Posted Sales Invoice list below.
     
    This doesn't show you how or when the payment was made, but it does show whether the invoice has a balance remaining.
     
    If this resolves your question, please mark this as a Verified Answer so other forum Users can find the answer quickly.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    keoma99 Profile Picture
    keoma99 138 on at
    How to show "Posted Sales Invoice" report as Paid If the customer has already paid it.
    Payment of posted invoices is done via the "Payment Reconciliation Journal".
     
    Like @Ben Baxter describes the fields Closed and Remaining Amount can be used to check if the posted invoice was reconciled. 
     
    You can use that information to add a checkbox on the report for "Paid". 
     
    For details check the Cust. Ledger Entry for that invoice, should be closed, and check if there is an according bank account ledger entry and a posted payment reconcilitation entry.  
     
    Details about the "Payment Reconciliation Journal"

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,377

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 2,696 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,512 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans