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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Not being able to make...
Small and medium business | Business Central, N...
Suggested Answer

Not being able to make Payment against Jobs

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Posted on by Business Central User 107

Hi Readers,

I have Jobs module in use and I want to collect payment from my customers once the job is completed and invoiced using General Journal but when I select Job Number with Account Type Customer system is throwing an error.

pastedimage1681711688905v1.png

Somehow, if I manage to select the Job Number with Account Type as Customer, then after selecting the Balancing Account the Job No. selected disappears.

pastedimage1681711866712v2.png

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Is there any official clarification available on any forum for this.

I have the same question (0)
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,794 Moderator on at

    Hi,

    Instead of doing this, I would prefer to go with Cash Receipt journal, and I am expecting that you have already posted a invoice before receiving a payment from customer, and that invoice already been posted with concern Job No. details.

    And now during receiving of the Payment, no need to worry about to select the job details, only go to Cash Receipt journal, select the Customer as document type Payment, and then applies posted invoice with apply entries button.

    Thanks.

  • Business Central User Profile Picture
    Business Central User 107 on at

    , yzhums  any suggestion on the above query or is there any document available related to it.

    I am using this method b'coz I want to show the Job Number in the Customer Ledger Entry that is why I am not making payment against Sales Invoice.

  • Business Central User Profile Picture
    Business Central User 107 on at

    Thanks Nitin Verma for the reply.

    I am using this method b'coz I want to show the Job Number in the Customer Ledger Entry that is why I am not making payment against Sales Invoice using Cash Receipt.

  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,817 Super User 2026 Season 1 on at

    As 1 Invoice could have amounts from different JOBs, which are for the same Customer, the JOB details are saved on the Invoice lines, and not the Header, therefore this information is not in the Customer Ledger Entries.

    You can create a dimension for this and attach it to JOB, so it gets attached to invoice line, and then You can add it also to Payment line.

    Or just use the Description Field.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,165 Moderator on at

    I agree with Kaspars here.

    You should look into using a dimension instead for trying to get the job no. connected to your customer ledger entries.

    Then you will work the way the system is designed.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 99,090 Super User 2026 Season 1 on at

    Hi, If you just need a reference, the Kaspars's solution does not need to be customized and can be posted to Customer Ledger Entries. The disadvantage is that every time you create a Job, you need to maintain it in Dimension Value.

    If you consider customization, you can add a new field,  associate it with Jobs and post it to Customer Ledger Entries. This may be easier for the user to operate.

    Hope this helps.

    Thanks.

    ZHU

  • Business Central User Profile Picture
    Business Central User 107 on at

    Thank You Everyone for the prompt reply.

    But here may I know why system doesn't allows to select Job Number along with the Account Type as Customer in Journals ?

  • KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,817 Super User 2026 Season 1 on at

    Because of the design of the system. The same way - that You cannot select specific Item from Your Purchase Order, for which You are paying - as You are paying the whole Invoice (or registering partial payment against the Invoice).

    You could set up some postings setups, so that You manually post something from the JOB G/L Journals - where You select the jobs and post them, then the amount is moved to a separate G/L account. Afterwards when doing the payment, the amounts from this accounts should be decreased similar as Accounts receivable account - but from my experience, I think this will cause You more problems and will be a pain to do corrections.

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