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View Settlements

Use this page to view the settlement history and detailed information about the settlement transaction. This page is a standard feature in Microsoft Dynamics 365 for Finance and Operations. For more information, see the Microsoft Dynamics 365 for Finance and Operations.

View Lease Settlement

To view the payment settlement for a lease for a customer, follow these steps: 

  1. Open the customer record you want.
  2. View all transactions for the customer by selecting Transactions > Transactions.
  3. Select a voucher line, and select View settlements.
  4. On the View Settlements page, select a line that has an invoice number and select View lease.

    5. A list of the settlements for the line appears.

Buttons

This page contains the following buttons: 

Button Description
View lease Opens a list of the settlement lines for the selected line. Only available for vouchers that have a payment settlement for a lease and when the Transaction type is Customer.