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'll find out how to use deferrals in a sales invoice and how to include payment services.
By the end of this module, you are able to:
- Invoice a sales order.
- Send invoices to customers.
- Invoice multiple shipments manually.
- Combine shipments for multiple customers at the same time.
- Include payment services on posted sales invoices.
- Use deferrals when processing sales orders
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.
By the end of this module, you'll be able to:
- Invoice from a purchase order.
- Invoice multiple receipts manually.
- Use deferrals in a purchase invoice.
Discover how to process prepayment invoices in Dynamics 365 Business Central, including setup, posting, and configuring general ledger accounts.
By the end of this module, you're able to:
- Understand the requirements for setting up prepayments.
- Configure prepayment general ledger accounts.
- Set up default prepayment percentages.
- Set up prepayment posting verification for sales and purchases.
- Create sales and purchase orders with prepayment percentages and amounts.
- Post prepayment invoices that are from sales and purchase orders.
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.
By the end of this module, you'll be able to:
- Understand what to use incoming documents for.
- Set up incoming documents.
- Create an incoming document from a PDF file.
- Create an invoice manually from an incoming document.
- Set up the OCR service.
- Send an incoming document to the OCR service.
- Update a document that is received from the OCR service.
- Create an invoice automatically from an incoming document.
Learn how to configure the E-Documents framework and process electronic sales and purchase documents in Dynamics 365 Business Central.
By the end of this module, you'll be able to:
- Explain how the E-Documents framework exchanges business documents.
- Set up an e-document service, workflow, and document sending profile.
- Send sales e-documents through a service or by email.
- Receive, review, and process purchase e-documents.
- Monitor e-document statuses and resolve common processing errors.

Syllabus

Invoicing customers in Dynamics 365 Business Central
- Introduction - Invoice from a sales order
- Invoice multiple shipments
- Review posted transactions
- Post and Send using Document Sending Profiles and email
- Include payment services on posted sales invoices
- Use deferrals with sales documents
- Exercise - Invoice a customer
- Module assessment
- Summary
Processing vendor invoices in Dynamics 365 Business Central
- Introduction - Invoice from a purchase order
- Invoice multiple receipts
- Use deferrals in purchase invoices
- Module assessment
- Summary
Posting prepayment invoices for sales and purchase orders in Dynamics 365 Business Central
- Introduction - Set up prepayments
- Assign prepayment percentages
- Process prepayment sales and purchase orders
- Correct prepayments
- Exercise - Set up prepayments
- Exercise - Process the prepayment
- Module assessment
- Summary
Process incoming documents in Dynamics 365 Business Central
- Introduction - Set up incoming documents
- Manually create incoming documents
- Set up the OCR Service
- Create invoices by using the OCR service
- Check your knowledge
- Summary
Send and receive electronic documents in Dynamics 365 Business Central
- Introduction - Send and receive electronic documents
- Set up the E-Documents framework
- Process sales and purchase e-documents
- Module assessment
- Summary