Accounts Receivable Essentials in Dynamics 365 Finance

Managing customer billing and collections efficiently is vital for maintaining healthy business cash flow. This course provides a clear, step-by-step written guide to handling accounts receivable processes within Dynamics 365 Finance. You will transition from understanding basic ledger concepts to confidently setting up customer profiles, posting transactions, and running routine billing operations. Through structured text explanations and practical scenarios, you will learn how to align system configurations with real-world accounting needs. What you'll learn: - Configure the core Accounts Receivable module settings and customer posting profiles. - Create and process standard customer invoices and post packing slips. - Generate free text invoices for revenue-generating activities unrelated to sales orders. - Manage daily accounts receivable tasks, customer payments, and settlement processes. - Utilize modern workspace navigation and automated collections workflows to optimize efficiency. The course begins with foundational setup concepts and terminology before moving into daily transaction management and invoicing workflows. You will progress through clear, text-based modules designed to build your practical ERP finance skills. This course is designed for junior accountants, finance professionals, and system administrators new to Dynamics 365 Finance, with no prior ERP configuration experience required. Start reading today to build a solid foundation in modern enterprise billing and collections.