What is the easiest way to cross transact a credit the same customer has on one company to the other company when I have two Company accounts in D365 (two different subsidiaries)? For example, the same customer is in both companies but used a credit memo from Company A on Company B's books. How can I take the credit they used from Company A's account and transfer it to Company B's account in D365? I am assuming an FTC on one side and a FTI on the other account, and create a journal entry to offset the transactions intercompany-wise?
Thank you sir!
Hi Jsabanovski,
You can read more about this feature on Microsoft Learn: Set up centralized payments - Finance | Dynamics 365 | Microsoft Learn
Hi Andre,
That's what I was thinking as well for the free text invoices. Where is the centralized payments feature located?? That sounds very interesting.
Hi Jsabanovski,
You can either create free text invoices or general journals to transfer amounts for a customer. Note that there is also a centralized payments feature where you can settle transactions cross company.
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