(RUS) Register an advance payment from a customer

  • Article

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.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Note

This topic has not been fully updated for Microsoft Dynamics AX 2012 R2.

  1. Click Accounts receivable > Journals > Payments > Payment journal.

  2. On the Overview tab, press CTRL+N to create a new line, and enter the required details.

  3. In the Date field, select the date of the payment.

  4. In the Account field, select the customer account number.

  5. In the Description field, select the transaction text.

  6. In the Credit field, enter the sum of the payment.

  7. In the Offset account type field, select the account type for the offset transaction.

  8. In the Offset account field, select the account number for the offset account type.

  9. In the Currency field, select the payment currency.

  10. Click the Payment tab, and then select the Prepayment journal voucher check box.

  11. Select the Automatically facture creation check box to automatically create a facture when posting prepayments.

    Note

    You can set the default value in the Accounts receivable parameters form. If the check box is not marked, the facture on prepayment is created in postponed mode.

  12. Click Post > Post to post the advance payment to the journal.

    Note

    After the advance payment is registered, a facture is created automatically, and is posted in the sales book. The number for the facture is based on the number sequence that is set up in the General ledger parameters form for Prepayment facture, on the Number sequences tab.