Post sales and purchase invoices in Microsoft Dynamics 365 Business Central

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses Invoicing Courses

Course Description

Overview

Module 1: 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 will find out how to use deferrals in a sales invoice and how to include payment services.

By the end of this module, you will be 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.

Module 2: 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 will be able to:

Invoice from a purchase order.
Invoice multiple receipts manually.
Use deferrals in a purchase invoice.

Module 3: Do you want to know how to process prepayment invoices in Business Central? This module focuses on prepayments, which are the payments that are made before the final invoicing of a sales or purchase order. In this module, you will discover how to set up prepayments and how to post prepayment invoices for sales and purchase orders in Business Central.

By the end of this module, you will be 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.

Module 4: 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 will 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.

Module 5: Do you want to know how to send and receive electronic documents in Business Central? This module explains the setup that is required to send electronic documents, and then it demonstrates how to send and receive electronic PEPPOL documents with and without a provider.

By the end of this module, you will be able to:

Understand the setup that is required to send electronic documents in Business Central.
Prepare Business Central to send electronic documents.
Send an XML invoice to a customer.
Create an incoming document from a PDF file.
Configure Business Central to send PEPPOL documents.

Syllabus

Module 1: Invoicing customers in Dynamics 365 Business Central

Introduction - Invoice from a sales order
Invoice multiple shipments
Include payment services on posted sales invoices
Exercise – Invoice a customer
Check your knowledge
Summary

Module 2: Processing vendor invoices in Dynamics 365 Business Central

Introduction - Invoice from a purchase order
Invoice multiple receipts
Use deferrals in purchase invoices
Check your knowledge
Summary

Module 3: 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 – Correct a posted invoice
Exercise – Create a sales order prepayment
Check your knowledge
Summary

Module 4: 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

Module 5: Send and receive electronic documents in Dynamics 365 Business Central

Introduction - Send and receive electronic documents
Set up a document exchange service
Set up electronic documents
Check your knowledge
Summary

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