Sales payments

The standard sales cycle in Microsoft Dynamics 365 Business Central generally begins with the creation of a sales order. Following order entry, the items on the sales order are shipped, and an invoice is sent to the customer. Based on the value of the invoice, the customer sends a payment to the company. The final step is completed when the payment is entered into a cash receipt journal or deposit form, applied to the relevant customer ledger entries, and then posted.

In some scenarios, a sales payment is recorded earlier in the sales process. At a walk-in environment such as a terminal market, a customer typically pays for goods before physically receiving them. A customer payment may be required before additional action can be taken against a sales transaction. For example, the entry of a payment may trigger the printing of a pick ticket that warehouse personnel use to fill the sales order.

Companies that operate in this type of sales environment can use Food Manufacturing & Distribution sales payment functionality to record and post customer payments for open sales activities prior to shipment. You can enter payments using several different methods, such as cash, check, and credit card. When these payments are posted, the program automatically applies them to the specified sales orders.

The following table describes a sequence of activities, with links to the topics that describe them. These activities are listed in the order in which they are generally performed.