Overview

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Module 1: Learn to set up the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that aren't related to sales orders. This module also explains how to receive customer payments by using several different payment types, such as cash, checks, credit cards, and electronic payments.
In this module, you learn how to:
- Set up Accounts receivable components.
- Create and maintain a customer.
- Set up customer payments.
- Set up payment calendars and calendar rules.
- Set up customer posting profiles.
- Set up accounts receivable charges.
Module 2: Learn how to create free text invoices, record customer payments, distribute funds, configure recurring invoices, and reimburse a customer.
In this module, you learn how to:
- Create free text invoices and record customer payments.
- Distribute funds by using accounting distributions.
- Configure recurring invoices.
- Use reversals in Accounts receivable.
- Settle transactions.
- Reimburse a customer.
Module 3: Although most customers pay their invoices on time, you must be able to process invoices that aren't paid by their due date. Accounts receivable collections information is managed in one central view by using the Collections page in Dynamics 365 Finance. Credit and collections managers can use this central view to manage collections.
In this module, you learn how to:
- Configure credit and collections components.
- Configure aging reports, customer pools, collection agents, and aging period definitions.
- Set up and manage interests.
- Set up and manage collection letters.
Module 4: Although most customers pay their invoices on time, you need to be able to process invoices that aren't paid by their due date. This module shows you how Dynamics 365 Finance helps companies to process collections for delinquent customers
In this module, you learn:
- How to use customer account statements.
- How to process collections using Copilot in Dynamics 365 Finance.
- How to use the credit management feature.

Syllabus

Module 1: Module 1: Set up accounts receivable in Dynamics 365 Finance
- Introduction
- Payment schedule
- Terms of payment and payment days
- Cash discounts
- Payment fees
- Set up the credit card payment service
- Methods of payment and payment control
- Set up a payment calendar and payment calendar rules
- Create and maintain customers
- Set up customer posting profiles
- Configure accounts receivable charges
- Lab - Configure customer posting profiles and create a new customer
- Check your knowledge
- Summary
Module 2: Module 2: Get started with accounts receivable daily procedures in Dynamics 365 Finance
- Introduction
- Create free text invoices
- Exercise - Create and process a free text invoice
- Recurring free text invoices
- Create and handle payments of customer invoices for sales orders
- Exercise - Work with invoices from sales orders
- Settle transactions and undo settlements
- Exercise - Process an invoice and settle it against a payment
- Reimburse a customer
- Check your knowledge
- Summary
Module 3: Module 3: Set up credit and collections in Dynamics 365 Finance
- Introduction
- Set up accounts receivables for credit and collections
- Set up credit and collections components
- Set up interest rates for an interest code
- Waive, reinstate, or reverse interest fees
- Set up and manage collection letters
- Exercise - Set up credit and collections in Finance
- Exercise - Create a write-off journal for a customer
- Check your knowledge
- Summary
Module 4: Module 4: Process credit and collections in Dynamics 365 Finance
- Introduction
- Customer account statement
- Working with collections
- Collections coordinator workspace
- Manage customer credit and collections
- Credit management
- Lab - Work with credit and collections
- Check your knowledge
- Summary