Customer Payment Advice

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Posted on by James-Mc

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Hi,

I can see a lot of information here regarding payment advice being generated for vendor payments, but what options are available to share payment advice with customers upon posting customer payment journals? I can see payment advice is greyed out.

Thanks in advance

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DanLarusso 14 on at

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Ensure the Payment status on the journal line = Sent?

Payment advice should then be available.

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Hana Xue Microsoft Employee on at

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Hi,
You can check if this blog is useful:
[New Feature] Ability to printing payment advice for vendor payments with status of Approved (dynamics.com)
Best Regards,
Hana

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Kevin Xia Microsoft Employee on at

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Hi,

Can you provide more information (such as screenshots or business scenarios, etc.) so that we can better answer your questions, I can go to the test environment and check it. but the information you provide is not enough for us to propose a solution.

Best regards,

Kevin

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Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

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Why would you want to generate payment advice on customer payments? They already know they paid you, the amount, and the date, right?

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BillurSamdancioglu 19,703 Most Valuable Professional on at

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For customers if you want to inform about payments, I think it is better to use Collection Letters

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Maria Nastevska 171 on at

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Hi there James,

Please do the following -

1. Go to AR module > Form setup > Print Management

2. Select Payment Advice , right click on the mouse > New

The default Payment Advice format will be created.

Make sure that your method of payment has an Export format associated to it.

3. Go to your Customer Payment journal

4. Process the payment. Note: the status need to be changed to 'Sent''

5. Click Print > Payment Advice

Voila!

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