web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Automatic Payment book...
Small and medium business | Business Central, N...
Answered

Automatic Payment booking, how to turn off?

(0) ShareShare
ReportReport
Posted on by fvl92 40

Hello everybody

I have the following problem:

When I book a part of a sales order, it automatically books the payment.

I do not want this behaviour, payments should be manually booked, after the customer has paid.

Do you have any idea where I can turn this off?

Thanks in advance!

I have the same question (0)
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,812 Moderator on at

    Hi,

    Please goto that customer card and set the Application Method = Manual

    pastedimage1667917152767v1.png

  • fvl92 Profile Picture
    fvl92 40 on at

    Hey Nitin, thanks a lot for your answer

    I already have it set to Manual

    pastedimage1667917651767v3.png

    unfortunately, I still automatically tries to post payments

    pastedimage1667917598428v2.png

    Do you have any more ideas?

    Thank you kindly for your answer and Greetings

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,812 Moderator on at

    Is system doing Prepayment?

  • Verified answer
    Gavin Profile Picture
    Gavin 2,510 on at

    Hi,

    Remove the "Bal Account No" from the Payment Method. If this is populated the document is balanced to that account.

    pastedimage1667919132808v1.png

    For example, above only "CASH" has a balancing account so any documents with this as a payment method will be paid automatically.

    Hope this helps

    Thanks

    Gavin

  • fvl92 Profile Picture
    fvl92 40 on at

    Awesome possum Gavin, that did fix it! Thanks a lot, and thanks a lot Nitin!

  • Suggested answer
    Amit Profile Picture
    Amit 2,563 on at

    Hi,

    By doing so, the bank account will be credited at the time of posting and the user will not need to go and make a manual payment entry. This is particularly useful for entries to vendors where payment has already been issued or will soon be issued.

    Regards

    Amit Sharma

    www.erpconsultors.com

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 572 Super User 2026 Season 2

#2
YUN ZHU Profile Picture

YUN ZHU 331 Super User 2026 Season 2

#3
Grigorios Mavrogeorgis Profile Picture

Grigorios Mavrogeorgis 330 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans