Introduction
This module provides an overview of managing invoices and payments in Dynamics 365 Finance. It covers various aspects such as the creation of free text invoices, recording customer payments, handling refunds, and setting up recurring invoices.
Scenario
Imagine you're a finance manager at a mid-sized company. You're tasked with streamlining the invoice and payment management process to improve efficiency and accuracy. You need to understand how to create and manage invoices, record and deposit customer payments, handle refunds for overpayments, and set up recurring invoices. You also need to know how to reverse transactions in Accounts Receivable and distribute funds using accounting distributions in a free text invoice.