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BBCG.05.04.D365.2.PDF: Configuring Accounts Receivable within Dynamics 365 for Operations (Second Edition) - Module 4: Configuring Collections Management (Digital)

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Once we have our invoicing configured, we will probably want to set up the Collections Management portion of the Accounts Receivable area.  Collections management allows us to track your customer aging's, pools for segregating customers, collection letters, and much more.

Topics Covered

  • Configuring Aging Period definitions
  • Configuring Account Receivable Collection parameters
  • Creating an Aging Snapshot
  • Viewing collection statuses through the Aged Balances
  • Configuring Customer Collection Pools
  • Configuring Collection Letters
  • Creating Customer Statements


Series: Dynamics Companions Bare Bones Configuration Guides

Guide: Configuring Accounts Receivable within Dynamics 365 Finance

Digital: 180 pages

Publisher: Blind Squirrel Publishing (January 24, 2021)

Language: English

Product Dimensions:  8.5 x 11 inches

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