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Microsoft Business Central

Creating a Customer Payment

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Below is the steps followed upon receiving a payment from a customer in Business Central:

  • Go to Cash Management or please use search field

  • Click on Cash Receipt Journal

  • Click on General

  • Select Payment from the Document Type, Document No. is populated automatically

  • Select Customer from the Account Type

  • Select the Customer’s No. from the Account No.

  • Click the Applied Entries

  • Click on the Invoice you are receiving payment from.

  • Click on the Set Applies-to ID

  • Click OK

  • Click on Post

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