Hai..
Every day I do a manual journal for settlement invoices. I do the journal manual by uploading, while the invoice settlemet I do one by one. Can the settlement of invoices be uploaded?
I need the answer to reduce the manual work.
Thanks,
Taufik
Hello Taufik,
Please take a look at blog below that details how breakdown of invoices can be uploaded in D365FO and settled automatically.
community.dynamics.com/.../customer-payment-journal-and-settlement-of-invoices
Satish Panwar
Please help verify answer(s) if they guide you in right direction so other community members can also benefit from your question with verified answer.
To me it sounds as if you are looking for a tool that automatically imports, identifies and settles customer payments.
There are a couple of 3rd party solutions available for that.
Check out the MS Appsource as an example.
An alternative is using the manual upload you are currently using and enhancing it by the settlement entity - the Sathih's answer.
That's ok for 'normal' payment but not for processing mass payment data for which a 3rd party tool might be better.
A third option is Flow/Logic App where you can create such an upload and settlement feature yourself.
This might add some comfort to your current solution but might take a while to build.
Best regards,
Ludwig
Hi Taufik,
If you are using D365, you can leverage entity "Customer payment journal line settled invoice" for upload the settlement invoice. In order to use this, created a line in payment journal, then created a template having 2 invoices with the help of entity "Customer payment journal line settled invoice" and uploaded the file. It settled the invoices during import. you may have to play it with a bit to see how it would work in all scenarios. but something that you can utilize.
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