Kristen Hosman’s Dynamics 365 Business Central Blog

Like many other Microsoft products, there are several ways to accomplish a task. I was asked today by a client how to enter customer payments into Dynamics 365 Business Central (BC) and typically I would say a Cash Receipt Journal or a Bank Deposit, however I recently learned about the Register Customer Payments functionality and moving forward this will be my go-to process for entering customer payments into BC.  If you'd like to learn about the Cash Receipts Journal and Bank Deposit methods check out these two blogs: Creating a Bank Deposit in Microsoft Dynamics 365 Business Central Cash receipts journal vs bank deposit in Microsoft Dynamics 365 Business Central Now moving forward with the Register Customer Payments method.  Search for Register Customer Payments and make sure to bookmark it for quicker access in the future.  If it's the first time opening this in your company, you will be welcomed with the Payment Registration Setup window. You will need to make su...

Steps to reverse a bank account transaction or customer payment in this case. Have you ever entered a customer payment and needed to void it out of the system? If so, this blog is for you! Follow the steps below to learn how to unapply a payment and void/reverse the payment. These steps will void the payment and the invoice will remaining outstanding when completed. Open the Bank Account Ledger Entries window and select the line for the transaction in question. ctrl+alt+Q on keyboard to open the Find entries page, or click on find entries on the Action Bar. Click on the Detailed Cust. Ledg. Entry line Select a line that has 'Application' as the Entry Type and then Unapply Entries on the Action Bar Click Unapply Yes OK Close windows until you get back to the Bank Account Ledger Entries page. Select transaction and then Reverse Transaction from the Action Bar. Reverse Yes OK Written by: Kristen Hosman, Microsoft MVP