Billing system invoice data import into Dynamics 365 Finance

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Posted on by aussiedsmith

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Hi,

We have a billing system however it doesn't do the AR (invoicing function). The system will output the invoide data which we then need to import into Dynamics 365 Finance and generate the invoices and offset payments from clients.

I believe we can import the invoice data using the general journal data entity, however unsure how to generate the invoices for these imports from here and process to offset. Any links to resources that explain the process will be extremely helpful.

Thank you

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Ramit Paul 22,809 Most Valuable Professional on at

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Hi,

What do you mean by 'Generate the invoices' here? Are you referring auto posting or generating means auto sending the invoice print to customer email address ? Please clarify.

Also, for payment offset, you can use customer payment journal data entity and settle using auto settlement option or you can use standard data entity to settle in customer payment journal as well.

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aussiedsmith 137 on at

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Yes auto email if email address available. Thank you

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Ramit Paul 22,809 Most Valuable Professional on at

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Hi,

Auto email option is not available in GL entry, you might have to custom code here.

However, if you have scope to bring those in Free Text invoice, it will be feasible by standard solution to send auto email to customer email address.

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aussiedsmith 137 on at

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Thank you, I believe we will be looking into a suitable add in, appreciate the responses.

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