Interest Notes for D365

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Posted on by Sylvia Dixon

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When processing interest notes why can't I see the invoice number that applies to the interest? Thank you

Review and process interest notes

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Answers (3)

Harshal Patwa 30 on at

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RE: Interest Notes for D365

Hi

is there a way to post multiple interest notes with one click ?

Thanks
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Ludwig Reinhard Microsoft Employee on at

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RE: Interest Notes for D365

Hi Sylvia,

Please have a look at the screenprint from Satish.

You have to click the hyperlink and then open the transactions tab to see the invoice details.

Best regards,

Ludwig
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Satish Panwar 14,667 Moderator on at

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RE: Interest Notes for D365

Hi Sylvia,

Here is how it works, please see below.

Interest note created.

Posted it, marked interest per transaction.

Once you print reference is still there..

In my environment, i can't find the invoice number and it's not available via personalization, did you enable any feature or customize it. If you have multiple invoices, there may be an issue. Give above a try.
Sylvia Dixon 175 on at

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RE: Interest Notes for D365

Hi Ludwig,

I do not see the invoice number in the invoice column
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Ludwig Reinhard Microsoft Employee on at

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RE: Interest Notes for D365

Good Morning Sylvia Dixon,

Can you please click on the interest note number (the blue hyperlink).

This opens a new form where you can scroll down to a transactions tab, which lists the different invoices, the amount of interest, the original amount and other information.

Please let us know if this works in your environment and if it answers your question.

Best regards,

Ludwig