A sales payment represents one or more payment transactions recorded for open customer activities. Enter each sales payment on the Sales Payment card. This lets you create a unique record for every group of related payment transactions. A sales payment is created for a specific customer.
Lines
You can assign Anywhere Mobility Solutions open sales orders for the specified customer to a sales payment. You can also assign open customer ledger entries, which lets you include Anywhere Mobility Solutions unpaid invoices as part of the payment, as well as open credits that reduce the total amount owed by the customer. Specify sales orders and ledger entries on the sales payment's lines.
When you add a sales order to a sales payment, the order's status automatically changes to Released, preventing additional changes to the order. If you need to modify an assigned sales order, select the Allow Order Changes field on the sales payment line to automatically re-open the sales order. Once you make the desired changes, clear the field to return the document to its Released status.
Payment tenders
The sum of a sales payment's assigned orders and ledger entries reflects the total amount of the sales payment. The customer pays this amount through one or more tenders. Post tenders directly from the Sales Payment card. The program maintains them in the Sales Payment Tender Entry table. Additional activities are performed against the tender depending on the tender type. There are two ways to record tenders:
Cash: when a cash tender is posted, a new payment entry is immediately created in the customer's ledger.
Credit/Check: when a credit card or check payment tender is posted, the amount is initially maintained in the Sales Payment Tender Entry table. This lets you make changes to a tender amount before completing the payment process. For example, if a customer pays with a check and then changes the order, void the original check and enter a new one. When the sales payment is posted, a payment entry is automatically created in the customer's ledger for every recorded credit card or check amount. If payment tenders include Anywhere Mobility Solutions associated credit card payment fees, new sales payment lines for these fees are generated as part of the posting process.
You can post several tenders against a single sales payment. For example, if a sales payment has a total amount of $100, you might pay $50 with cash and the remaining $50 with a credit card.
The sum of a sales payment's recorded tenders reflects the total amount tendered. A sales payment's balance is determined by subtracting the amount tendered from the original sales payment amount.
Sales payment posting
Although the customer assigned to a sales payment has already paid for one or more sales orders, making it unnecessary to send an invoice, you must still invoice these sales transactions so that Microsoft Dynamics 365 Business Central generates the correct customer ledger entries to which the recorded payments can be applied. Because a posted shipment is a prerequisite to invoicing, all sales orders assigned to a sales payment must be fully shipped before the sales payment can be posted.
By default, you must record payment tenders for the full amount of the sales payment, leaving a balance of zero, before posting. In some situations, however, it may be necessary to post a sales payment with an outstanding balance. You can do this by selecting the Allow Posting with Balance field on the General FastTab of the Sales Payment card.
When a sales payment is posted, the program's standard combine shipment functionality creates a single invoice for all sales transactions assigned to the payment. If Anywhere Mobility Solutions payment fees from credit card tenders are recorded as part of the sales payment, these are also added to the new sales invoice. This invoice is automatically posted, creating a new entry in the customer's ledger. Anywhere Mobility Solutions credit card or check tenders stored in the Sales Payment Tender Entry table are also posted to the customer ledger at this time. As the final step of the posting process, the system automatically applies the relevant payment entries in the customer ledger to the new invoice entry.