Hi @leonielynnedaano4134, you can either process a pre-payment (like a deposit) or just put their funds "on account" to be applied at a later date to an invoice (so a cash receipt w/o the apply to invoice step).
The process we showed was the standard native out of the box process for a low volume scenario and that there are ways to help automate but your Microsoft partner would have to help automate as necessary.
Hi.. how do you post advance payment from customers without the invoice yet?
Hi @leonielynnedaano4134, you can either process a pre-payment (like a deposit) or just put their funds "on account" to be applied at a later date to an invoice (so a cash receipt w/o the apply to invoice step).
This is the most manual process I've ever seen.
If you get just 50 payments per day, this will be a ton of work.
Is this really the way to do this?
The process we showed was the standard native out of the box process for a low volume scenario and that there are ways to help automate but your Microsoft partner would have to help automate as necessary.
There is a better way to do this. My company has created an integration with Dynamics BC where you can automate all payments and reciepts.
@@WebSanSolutionsInc how do you automate ?