Resolving Customer Payment Visibility Issues in Microsoft Dynamics 365 Business Central

 

Resolving Customer Payment Visibility Issues in Microsoft Dynamics 365 Business Central

When managing customer payments in Microsoft Dynamics 365 Business Central, users may encounter situations where invoices are created but do not appear under Register customer payments. This issue can often be resolved by utilizing the personalization feature within Business Central. In this blog, we will explore how to address this problem and ensure that all necessary information is visible for efficient financial management.

 

Understanding the Issue

One common scenario is when invoices are generated, but users are unable to locate these invoices when registering customer payments. This can be frustrating and may lead to delays in processing payments and managing accounts receivable effectively. The core of the issue lies in the visibility of specific fields within the system.

 

The Solution: Personalization

Go to the Register Customer Payments page within Business Central. 

Use the personalization feature to add the following fields:

Document Type

Document No.

These fields are crucial for identifying and locating posted invoices.

Locate Posted Invoices:

 

Once the fields are added, you will be able to see the document type and document number for each entry. This will help you identify posted invoices and ensure they are correctly reflected in the payment registration process.

Conclusion

By utilizing the personalization features in Microsoft Dynamics 365 Business Central, users can resolve visibility issues with customer payments and ensure that all relevant invoice information is readily accessible. 

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