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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Billing system invoice...
Finance | Project Operations, Human Resources, ...
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Billing system invoice data import into Dynamics 365 Finance

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Posted on by aussiedsmith 137
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

 
I have the same question (0)
  • aussiedsmith Profile Picture
    aussiedsmith 137 on at
    Billing system invoice data import into Dynamics 365 Finance
    Thank you, I believe we will be looking into a suitable add in, appreciate the responses.
  • Verified answer
    Ramit Paul Profile Picture
    Ramit Paul 22,797 Most Valuable Professional on at
    Billing system invoice data import into Dynamics 365 Finance
    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.
     
  • aussiedsmith Profile Picture
    aussiedsmith 137 on at
    Billing system invoice data import into Dynamics 365 Finance
    Yes auto email if email address available. Thank you
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,797 Most Valuable Professional on at
    Billing system invoice data import into Dynamics 365 Finance
    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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