Microsoft Dynamics 365 Business Central. Apply a payment to multiple
customer ledger entries.
Business Central offers several ways to register a customer payment
and apply it to a sales document.
We can register a payment manually, automatically, and through payment
services.
We can then apply the payment to one or more
customer ledger entries.
This video shows how to apply a payment to multiple
customer ledger entries.
In a case where a customer pays a lump-sum
against several sales documents,
we will need to create the payment and then apply
it to multiple ledger entries.
To do that, in the search field, we'll enter "Payment
Registration" and then choose the Payment Registration link in the
search results.
The Register Customer Payments page opens, and it shows all
customer ledger entries that are open.
We'll choose the Payment Made checkbox for each line
we want to apply the payment to.
Notice that the line updates as soon as we select
the checkbox.
If the line
is paid in full, the Remaining Amount field becomes zero,
and the amount will be transferred to the Amount Received field.
We can also edit the amount received so that it
matches the actual payment.
Also, the Date Received field will be updated with the
work date,
but we can change that to reflect the actual payment date.
Now we'll choose the Post as Lump Payment action, and
Business Central will ask us whether we want to post
the payment.
We do, so we'll choose Yes.
When the payment is posted,
the entries are closed and will not show on the page.
If we want to check the entries created by the
Payment registration,
we can open the Customer Card,
choose Customer, and then Ledger Entries.
The Customer Ledger Entries page opens, and we can find
the payment entry that we just created.
The FactBox on the right will show the number
of applied entries on this payment.
To open the Applied Customer Entries page and view the
applied entries,
we can choose the number.
And that's it. We've just applied a single payment to
multiple customer ledger entries.
