Dynamics 365 Finance Accounts Receivable Daily Procedures | Invoices, Payments & Settlements
Learn Accounts Receivable daily procedures in Microsoft Dynamics 365 Finance, including customer invoices, free-text and recurring invoices, customer payments, accounting distributions, transaction settlements, reversals, and reimbursements.
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Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 23 Minutes 08 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides practical training on Accounts Receivable Daily Procedures in Microsoft Dynamics 365 Finance. You’ll learn how common customer invoice, payment, settlement, distribution, reversal, recurring invoice, and reimbursement processes support everyday Accounts Receivable operations.
What You Will Learn
- Understand Accounts Receivable daily procedures in Microsoft Dynamics 365 Finance
- Create and process customer invoices
- Create and process free-text invoices
- Understand recurring free-text invoices
- Record and process customer payments
- Distribute funds using accounting distributions
- Settle customer transactions and understand settlement reversals
- Understand Accounts Receivable reversals
- Process customer reimbursements
- Support accurate and efficient daily Accounts Receivable processing
Course Overview
This module includes hands-on demonstrations of:
- Working with Accounts Receivable daily procedures in Microsoft Dynamics 365 Finance
- Creating and processing customer and free-text invoices
- Working with recurring invoices
- Recording and processing customer payments
- Using accounting distributions
- Settling transactions and reviewing settlement reversals
- Working with Accounts Receivable reversals
- Processing customer reimbursements
Outcome
By the end of this course, you’ll understand how to perform common Accounts Receivable daily procedures in Microsoft Dynamics 365 Finance, including customer and free-text invoicing, customer payments, accounting distributions, recurring invoices, transaction settlements, reversals, and reimbursements.
