Post sales and purchase invoices in Microsoft Dynamics 365 Business Central
Do you need to process and post customer sales invoices? Do you need to enter vendor purchase invoices? This learning path addresses both, and also discusses how to process prepayments to customers and vendors. It also discusses using electronic documents in your business with Business Central.
Prerequisites
- Basic understanding of how to navigate the Dynamics 365 Business Central application
- Knowledge of how companies work with customers
- Basic knowledge about the chart of accounts
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Modules in this learning path
Do you want to know how to invoice customers in Business Central? This module explains how to invoice from a sales order and invoice multiple shipments. Also, you will find out how to use deferrals in a sales invoice and how to include payment services.
Do you want to know how to process vendor invoices in Business Central? If so, this module explains how to invoice from a purchase order, how to post an invoice for multiple receipts, and how to defer expenses to future periods.
Do you want to know how to process prepayment invoices in Business Central? This module focuses on prepayments, which are the payments that are made before the final invoicing of a sales or purchase order. In this module, you will discover how to set up prepayments and how to post prepayment invoices for sales and purchase orders in Business Central.
Do you want to discover how to process incoming documents such as purchase invoices? This module explains how to manually create an incoming document from a PDF file and how to use an OCR service to scan and process documents automatically.
Do you want to know how to send and receive electronic documents in Business Central? This module explains the setup that is required to send electronic documents, and then it demonstrates how to send and receive electronic PEPPOL documents with and without a provider.