Accounts Receivable Management in Dynamics 365 Finance

Managing cash inflow is the lifeblood of any business, and mastering the tools to track it is essential for modern finance professionals. This text-based course teaches you how to navigate and configure the Accounts Receivable module in Dynamics 365 Finance to keep your organization's cash flow running smoothly. You will learn to manage the entire customer lifecycle, from initial setup and invoicing to receiving payments and handling delinquent accounts, using modern automated workflows. What you'll learn: - Understand foundational accounts receivable concepts and core system navigation. - Create and manage customer profiles, credit limits, and payment terms. - Process free text invoices, customer invoices, and post packing slips. - Record and reconcile customer payments, prepayments, and reimbursements. - Configure recurring invoices and automate billing templates. - Set up collection letters, aging pools, and delinquent invoice workflows. You will start with key terminology and foundational configuration settings before moving on to step-by-step written walkthroughs of invoicing, payment processing, and advanced collection strategies. Designed specifically for beginners and junior finance professionals, this course requires no prior experience with Dynamics 365 Finance. Start reading today to master your organization's accounts receivable workflows.