Add invoices to payment groups

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can add invoices to payment groups to group invoices by a common code. If one invoice in the payment group is settled, the other invoices in the group are included in the same settlement.


Invoices that belong to the same payment group must be settled at the same time. If one invoice in a payment group cannot be settled for any reason, no invoices in the same payment group can be settled. For example, if an invoice in the FIRE payment group is not approved, that invoice must be approved or removed from the payment group before the other invoices in the FIRE payment group can be settled.

Set up Accounts payable to allow payment groups

  1. Click Accounts payable > Setup > Accounts payable parameters.

  2. Click Invoice and select the Activate invoice payment groups check box.

Add an invoice to a payment group

  1. Click Accounts payable > Common > Vendor invoices > Pending vendor invoices.

  2. On the Action Pane, click Invoice to create an invoice.


    Click From purchase order to create an invoice from selected purchase orders.


    Click From product receipt to create an invoice from selected product receipts.

  3. Specify the header details for the invoice, such as the invoice account. Then click Header view on the Action Pane to view the complete header information for the invoice.

  4. In the Payment group code field on the Payment FastTab, enter or select the payment group code to use for the invoice. The payment group code can be up to 10 alphanumeric characters long, and it can also include symbols and spaces.

See also

Key tasks: Vendor payments and settlements

Accounts payable parameters (form)

Vendor invoice (form)