customer deposits in business central

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How can we handle advance payments received before invoicing and properly apply those payments to invoices later in Business Central Saas

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Dynamics 365 Business Central

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Khushbu Rajvi. 20,439 Super User 2025 Season 2 on at

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Please check this: https://stoneridgesoftware.com/customer-deposits-and-how-to-apply-payments-to-invoices-in-business-central/

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Valentin Castravet 31,439 Super User 2025 Season 2 on at

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You have two options:

1. In your order create a prepayment invoice to use the standard system functionality for deposits

2. Manually register the deposit using the cash receipt journal, or other system functionality you use to register customer payments. Once the final invoice is posted, apply the deposit you registered to the invoice, this way the remaining balance on the invoice will be less the deposit amount.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Ramesh Kumar 7,527 Super User 2025 Season 2 on at

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I agree with Valentin. Prepayment or manually register with customer account.

https://learn.microsoft.com/en-us/dynamics365/business-central/finance-invoice-prepayments

Thanks

Ramesh

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Gerardo Rentería Ga... 25,225 Most Valuable Professional on at

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Hi, good day
I hope this can help you, and give you some hints.

Reconcile customer payments with the cash receipt journal or from customer ledger entries - Business Central | Microsoft Learn

Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central - Training | Microsoft Learn

Best Regards
Gerardo

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YUN ZHU 95,597 Super User 2025 Season 2 on at

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Prepayment is a good option

More details:

https://www.youtube.com/watch?v=ddwpac93_gM&pp=0gcJCdgAo7VqN5tD

https://usedynamics.com/business-central/sales/prepayment/

Thanks.

ZHU

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

You can Use the Prepayment Functionality of Business Central.

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Khushbu Rajvi. 20,439 Super User 2025 Season 2 on at

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Hope this helps as well: https://dynamicscommunities.com/ug/posting-customer-deposits-in-business-central/

https://dynamics.tensoft.com/how-to-use-the-deposits-feature-in-microsoft-dynamics-365-business-central/

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