Send finance charge memos to customers in Dynamics 365 Business Central

Intermediate
Business User
Functional Consultant
Dynamics 365
Business Central

Do you want to discover how to charge interest for overdue sales invoices? You can use finance charge memos to charge interest to customers. This module focuses on how to set up finance charge terms and how to create and send finance charge memos to customers.

Learning objectives

By the end of this module, you will be able to:

  • Determine why and when finance charge memos are used.
  • Set up finance charge memos in Business Central.
  • Create and issue finance charge memos.
  • Calculate interest on reminders.

Prerequisites

Basic understanding of how to navigate the Dynamics 365 Business Central application and of working with customers and the chart of accounts.