Accounts receivable roadmap
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
This topic is a roadmap to additional information about Accounts receivable in Microsoft Dynamics AX. It includes links to information about how to get started, configure, and use Accounts receivable and information on which modules integrate with Accounts receivable.
Microsoft Dynamics AX 2012 includes Accounts receivable features that help you track customer invoices and incoming payments. You can create customer invoices that are based on sales orders or packing slips. You can also enter free text invoices that are not related to sales orders. You can receive payments by using several different payment types, such as bills of exchange, cash, checks, credit cards, and electronic payments. If your organization includes multiple legal entities, you can use centralized payments to record payments in a single legal entity on behalf of the other legal entities.
![]() Get started Configure Integration with Accounts receivable |
![]() Lifecycle Services*(cloud-based workspace) Help and Resources Datasheet for Microsoft Dynamics AX 2012(download) Business Process Diagram Templates for Microsoft Dynamics AX 2012 R2(download) Resource Page for Financials Management in Microsoft Dynamics AX 2012(blog) * In order to use Lifecycle Services, you must have a CustomerSource or PartnerSource account, and have created a project. For more information, see the Lifecycle Service User Guide |
Use Accounts receivable to track customer invoices and payments that you receive from customers. You can set up customer groups, customers, posting profiles, interest notes, collection letters, commissions, and parameters regarding customers, charges, deliveries and destinations, bills of exchange, and other types of Accounts receivable information.
Task |
Details |
More information |
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Learn what’s new in Accounts receivable |
Several features have been added to Accounts receivable in Microsoft Dynamics AX 2012, Microsoft Dynamics AX 2012 R2, and Microsoft Dynamics AX 2012 R3. |
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Learn about Accounts receivable |
Accounts receivable lets you track customer invoices and incoming payments. You can create customer invoices that are based on sales orders or packing slips. |
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Complete the tasks in the following table to set up and configure Accounts receivable
Task |
Details |
More information |
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Set up required Accounts receivable information |
Set up customer groups, customers, posting profiles, interest notes, collection letters, commissions, and parameters regarding customers, charges, deliveries and destinations, bills of exchange, and other types of Accounts receivable information. |
Configuring required Accounts receivable information Configuring Accounts receivable journals |
Set up customer invoices |
Enter customer invoices based on sales orders or packing slips. You can also enter free text invoices that are not related to sales orders. |
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Set up customer payments |
Accept different types of payments from customers, such as bills of exchange, cash, checks, credit cards, and electronic payments. |
Configuring customer payment formats |
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Task |
Details |
More information |
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Enter customer invoices |
Enter customer invoices that are based on sales orders or packing slips. You can also create free text invoices that are not related to sales orders. |
Create customer invoices for sales orders Post and print paper customer invoices |
Receive and post payments from customers |
Receive payments by using several different payment types, such as bills of exchange, cash, checks, credit cards, and electronic payments. |
Enter customer payments based on checks or bank reports Enter and settle customer payments in a payment journal Receive and register customer payments automatically |
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Accounts receivable can be integrated with the following modules and Microsoft products:
Microsoft SQL Server Analysis Services
Microsoft SQL Server Reporting Services
Microsoft Excel
Microsoft Outlook