Prepayment customer invoice with Dynamics 365 Finance | October 2024
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In the latest episode of our ongoing FastTrack TechTalks, we explain how to create and manage invoices for customer prepayments. Discover how customers can issue prepayment invoices to require a deposit before a sales order is fulfilled with Dynamics 365 Finance.
Join Microsoft Senior Solution Architects Mathieu Binaisse and Severin Bock, along with Microsoft experts Sunit Acharya and Bhavna Jakhetia for this informative update!
Companion deck: Customer Prepayment Invoice - 202409.pdf
Chapters:
00:00 Intro
00:49 Agenda
01:22 Order to cash process
01:47 What is customer prepayment invoice?
02:39 Types of prepayment processes
04:13 How customer prepayment invoice works today
06:50 Future Scope of the Prepayment Process
08:03 Accounting Impacts
08:16 Accounting Impact of the Final Customer Invoice
08:46 Demo 1
12:34 Demo 2
19:35 Resources
20:03 Roadmap
20:44 Q&A
34:52 Closing comments
00:00 Intro
00:49 Agenda
01:22 Order to cash process
01:47 What is customer prepayment invoice?
02:39 Types of prepayment processes
04:13 How customer prepayment invoice works today
06:50 Future Scope of the Prepayment Process
08:03 Accounting Impacts
08:16 Accounting Impact of the Final Customer Invoice
08:46 Demo 1
12:34 Demo 2
19:35 Resources
20:03 Roadmap
20:44 Q&A
34:52 Closing comments
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