Mass payment application to posted payment

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Posted on by LaurenR

I'm looking for the most convenient way of applying payments to a large amount of open invoices. Specifically I'm looking for how to mass apply from payments that were posted prior and never applied. If this was a few invoices, it would be no problem to use the application screen, but I am speaking of hundreds of invoices that all need to have payments applied to them. Thank you for any help!

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Financial Management

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Inge M. Bruvik 32,744 Moderator on at

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RE: Mass payment application to posted payment

Your best option is to apply the entries as they are posted.

As Nitin say - there is no standard feature to mass apply entries.

And it is very hard to develop a routine like that as well.
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DAnny3211 9,217 Moderator on at

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RE: Mass payment application to posted payment

Hello

if you already have some logic in mind to applypayments to invoices, you should develop a procedure to apply and register the applies

greetings
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Nitin Verma 21,023 Moderator on at

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RE: Mass payment application to posted payment

Hi,

There is no such standard control, through which you can apply mass payments against the invoices, if they all are posted already, unfortunately you have to do it manually.

Thanks.
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YUN ZHU 69,612 Super User 2024 Season 2 on at

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RE: Mass payment application to posted payment

Hi, I'm not sure if this can help you. You can find out the open invoices according to the method below.

And, To review or apply payments after automatic application:

https://learn.microsoft.com/en-us/dynamics365/business-central/receivables-how-review-apply-payments-auto-application#to-review-or-apply-payments-after-automatic-application

Hope this can give you some hints.

Thanks

ZHU