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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to show "Posted Sa...
Small and medium business | Business Central, N...
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How to show "Posted Sales Invoice" report as Paid If the customer has already paid it.

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Posted on by Inkey Solutions 1,654
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:
Business Central
  • Suggested answer
    keoma99 Profile Picture
    keoma99 44 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"
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,915 Super User 2024 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

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