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Settle a Free Text Invoice Workflow

When a free text invoice is created for a revenue lease, you can make a payment settlement for the invoice using the Customer Payment Journal page. For more information, see the Microsoft Dynamics 365 for Finance and Operations documentation: 

When settling an invoice, you can apply a full or partial payment to the invoice lines as needed and in amounts specific to how the customer requests.

Settle Invoice Lines

To settle invoice lines, follow the instructions in the Microsoft Dynamics 365 for Finance and Operations documentation and incorporate the following: 

  1. In Property Lease Management, follow the steps for a revenue lease up to and including the step to create the invoice and make note of the invoice number.

    2. If needed open the Billing Lines page to review the details for the invoice before applying the payment.

  2. After the invoice is created, open the Customer Payment Journal page, and add a payment journal and add the invoice you want to pay.
    1. For the invoice, select the Settle invoice lines action to open a dialog where you can view the details of the invoice and also specify the payment Amount to settle for each line.
  3. Post the newly created payment journal.

View Settlement Details

After a payment has been processed to an invoice from the Customer Payment Journal, you can review the details of the payment settlement from the lease record or from the customer record.

From a Lease Record

To view the payment settlement details of a customer payment from a lease record, follow these steps: 

  1. To review the payment open the Lease Details for the lease, and review the Billing Lines for the charge.
  2. Under the Billing Line Actions, you can view the payment information in the General tab. Select the Settlements tab for payment settlement details.

From a Customer Record

To view the payment settlement details of a customer payment from a customer record, 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.