Hi, I understand how Payment Schedules work in D365, we have set one up for 30/60/90 (3 equal payments) and it prints the correct installment amounts on the Invoice document. Are there any MODULES that show an invoice's payment schedule amounts and due dates? All the Credit & Collections' Transactions modules we use only show the single line with full invoice amount.
Invoice document:
Transaction module:
could try customer statement
Hi, thanks, that is basically another way to see the payment schedule due dates and amounts in a fixed state the way they appear on the customer invoice document. What I'm looking for is a MODULE that shows them, with columns that can be sorted and filtered like a Transactions module. In our current system, we can sort all of a customers open amounts due (including separate invoice payment schedule amounts) by due date, and give the customer a total amount due for any point in time, in real time.
Hello D Papa,
We have the open customer invoice form available in Accounts Receivable.
This form allows you filtering, sorting, exporting, etc.
Another option is the aged balances form the in credit and collections module.
Have you checked out those forms?
Best regards,
Ludwig
Hi, thank you for your reply, here are my observations so far:
A/R > Invoices > Open Customer Invoices -- this does show unpaid / uncredited Payment Schedule amounts in the Amount Not Settled column, but those amounts will be reduced by payments / credits. Do you know of a column that can be added that shows the FULL Payment Schedule amounts? Also this form only shows OPEN Customer Invoices, not closed / $0 balance invoices.
C&C > Aged Balances -- this form doesn't show individual invoice amounts, just the aging period totals, and clicking into the Customer Transactions only shows one line per invoice with the full amount, not the payment schedule amounts.
Hi D Papa,
If the out-of-the-box options aren't what you are looking for, you could try leveraging a developer/partner to see if they could craft a solution for you in D365.
https://dynamics.microsoft.com/en-us/partners/find-a-partner/
Another option would be to submit a product suggestion on the Dynamics Ideas site. These are monitored by the development team for consideration on future releases.
https://experience.dynamics.com/ideas/categories/?forum=16691718-61e2-e611-8101-5065f38b21f1&forumName=Dynamics%20365%20Finance
And you can always submit a support case to have one of our engineers look into possible solutions as well.
https://dynamics.microsoft.com/en-us/support/
I hope that helps!
Many thanks for the feedback.
If neither the open customer invoices form nor the aged balances form are sufficient for you then you would need to design/ develop something yourself.
If you just need to get the data out then an electronic report might be sufficient.
Otherwise, some help from a developer is needed.
Thanks... as I am basically a power user, not yet a developer, could you give me some insight as to how I might go about designing my own form?
The payment schedule detail will show on the Open customer invoices form as well as the Settle transactions form (these are all open invoice amounts). These forms will show the original invoice amount (may have to personalize to see "Original Amount") and the payment schedule amounts and due dates. The customer transactions form shows all transactions (open and close) but will not show only the original invoice amount and not the payment schedule detail. To see open and closed payment schedule detail, you would need customization (as others have indicated below).
Hi, just posting this in case it helps anyone. After some time of using D365 we found the Transactions list's Settle link to be a perfect solution. The Settle Transactions form shows the invoices' individual payment schedule amounts and due dates. It can be filtered / sorted by invoice or due date, and exported to Excel. We just always make sure to get out of the form by pressing Cancel instead of Post.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
CA Neeraj Kumar 783
André Arnaud de Cal... 715 Super User 2025 Season 2
Sohaib Cheema 519 User Group Leader
