How to Process Customer Payments in Dynamics 365 Business Central

[@leonielynnedaano4134]

Hi.. how do you post advance payment from customers without the invoice yet?

[@WebSanSolutionsInc]

Hi @leonielynnedaano4134, you can either process a pre-payment (like a deposit) or just put their funds "on account" to be applied at a later date to an invoice (so a cash receipt w/o the apply to invoice step).

[@marjensendk]

This is the most manual process I've ever seen. If you get just 50 payments per day, this will be a ton of work. Is this really the way to do this?

[@WebSanSolutionsInc]

The process we showed was the standard native out of the box process for a low volume scenario and that there are ways to help automate but your Microsoft partner would have to help automate as necessary.

[@MohammadZamin-jx6sx]

There is a better way to do this. My company has created an integration with Dynamics BC where you can automate all payments and reciepts.

[@MohammadZamin-jx6sx]

@@WebSanSolutionsInc how do you automate ?