Invoice to show payment received?

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Hi everyone. I have just started consulting with a company and one of the issues they are having is Invoices. Their Dynamics CRM is integrated with NAV, and customers are able to do an online order for training courses and make payment online. The invoice that gets automatically sent out does not incorporate the payment already made by the customer and this has lead to some confusion. I do realise that this is what a statement is for, except that is not how customers always think! Have you come across a way for the invoice to show the invoice total, the amount paid, and balance? Thank you in advance for your input!

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Amol Salvi 18,698 on at

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Is invoices are applied against those payment ?

You need to apply invoice against payment received then you can get the details.

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Rabin 2,976 on at

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I support Amol, if the condition is True...

Just apply the invoice against payment received and then you can get the details you need...

If this is not the case,please provide more details...

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Alexander Ermakov 28,096 on at

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It depends from which system customers receive their invoices. If invoices are sent from NAV, the following conditions should be met:

- payment is registered in NAV as well as a posted payment document

- the payment(s) should be applied to the invoice

If so, it is possible to show only the remaining amount in the invoice; or, show full amount and the amount already paid.

If invoices are sent from CRM, it should also understand that the payment has been done; you should better ask at CRM part of this forum.

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