Comparing Entering Customer Cash Receipts in Dynamics SL to Dynamics 365 Business Central

Overview

The 3-minute video, published 2024-07-26, first shows how receivables cash receipts are entered in Dynamics SL. It then shows the same task in Dynamics 365 Business Central.

In Business Central, the presenter opens the cash receipts journals through the search icon, selects a customer, enters the payment amount and applies it to invoices through a lookup. The video then shows the Customer Register Payments window, which lists outstanding invoices for all customers. Users can filter by customer and select several invoices to post as one lump sum payment.

Key points

• To create customer payments in Business Central, use the search icon and enter cash receipts journals.
• In the Cash Receipts Journal you select a customer, enter the payment amount and apply it to specific invoices.
• The Apply to Documents lookup shows a customer’s outstanding invoices and populates payment amounts automatically.
• The Customer Register Payments window is an alternative way to record customer payments.
• That window shows outstanding invoices for all customers and can be filtered by customer.
• If a customer pays several invoices at once, you can select multiple invoices and post them as a lump sum payment.
• The video compares the Business Central experience with entering receivables cash receipts in Dynamics SL.

Features

Every feature below: status not stated, demoed.

AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

• other “Cash Receipts Journals” at 1:03
• other “Customer Register Payments” at 2:02

Quotes

• 0:01 “we’re going to look at how to enter in receivables, cash receipts in Dynamics SL, and compare that to the experience of entering those”
• 1:03 “To create customer payments in Business Central, we’ll select the search icon and enter in the cash receipts journals.”
• 1:53 “In addition to cash receipts journals, you can also use the customer register payments window to record customer payments.”
• 2:40 “If the customer was sending a payment for more than one invoice, I can select multiple invoices”
• 2:51 “Business Central provides a simple and easy way to record customer payments, allowing for a more streamlined cash receipt process.”