Now Reading: Accounts Receivable: Business Central Capabilities FAQs
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Accounts Receivable: Business Central Capabilities FAQs
Looking to streamline how you manage customer payments and queries? This page gives you straightforward answers to common questions about receivables in Business Central.
You’ll find help with:
- Handling customer queries efficiently
- Creating and sending proforma invoices
- Matching receipts automatically
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How does Business Central handle the creation and feeding of proforma invoices into the system?
Business Central supports the processing of proforma and pre-payment invoices, making them manageable within the system.
Can Business Central perform auto-matching of receipts?
Yes, Business Central provides standard functionality for quickly and efficiently matching receipts.
Is it possible to attach remittance evidence to receipts in Business Central?
Yes, Business Central allows remittance evidence to be attached to receipts for easy reference and verification.
Can sales and delivery costs be accrued in Business Central for specific customers?
Absolutely, Business Central supports accruing sales invoice costs, including delivery or transportation, for specified customers.
Is it possible to view which user generated or updated a proforma invoice in Business Central?
Yes, Business Central logs user ID against all ledger entries and transactions for traceability.
How does Business Central facilitate viewing an invoice from a proforma once payment is received and validated?
There is a clear link between invoices and proforma invoices, allowing straightforward processing in Business Central.
Can you view the user who generated or updated an invoice in Business Central?
Yes, the system records and allows viewing of the user ID associated with invoice generation and updates for reference.
Is it possible to view attached credit notes against specific invoices in Business Central?
Yes, Business Central enables viewing of credit notes linked to relevant orders or invoices through attachment facilities.
How does Business Central handle invoices created from uploaded spreadsheets or XML templates?
Uploaded spreadsheet or XML invoices are viewable within the system, facilitating easy tracking and management.
Can specific fields on an invoice be defaulted from the customer record in Business Central?
Yes, core customer information is readily viewable in customer ledger entries and accessible via transactions.
How does Business Central allow for the logging of customer queries in a free text field against invoices?
Business Central supports creating notes or queries logged against orders or invoices through header and line comments.
Is it possible to create a slice view of invoices with issues or notes attached in Business Central?
Yes, the “on hold” facility and reason codes facilitate filtered views of invoices tagged with queries.
Can Business Central filter invoices based on the order source, such as Customer or Trader?
Yes, standard functionality allows filtering by Customer Group or Dimension, aiding in efficient invoice management.
Does Business Central support running monthly aged debtor reports?
Yes, Business Central provides standard aged debtor reports with user-definable ageing “buckets” for tracking purposes.
Can Business Central drill down on reports by SKU, order, or product lines?
Business Central supports extensive reporting capability by SKU, order, or product lines, with further customisation through Power BI.
Is Accounts Receivable ledger closure manageable at period end in Business Central?
Yes, Business Central provides user-level and group-level controls to ensure adherence to period or year-end procedures.
Can Business Central process and write off bad debts as required?
Yes, standard functionality allows processing and write-off of bad debts when necessary, maintaining accurate aged debt records.
Does Business Central integrate with HSBC payment systems through single payment inputs?
Yes, integration solutions allow daily bank statement line imports into Business Central from HSBC.
Is it possible to receive multiple payment types, like Stripe, Klarna, and PayPal, within Business Central?
Yes, Business Central supports various payment interfaces for multiple payment methods, including Stripe, Klarna, and PayPal.
Read More
» Read our question and answer guides about buying Business Central
» See our Beginners Business Central course
» More about Business Central
More questions about Business Central’s capabilities
- Accounts payable
- Accounts receivable
- Fixed assets
- General ledger
- Treasury and Cash
- System compliance and performance
The post Accounts Receivable: Business Central Capabilities FAQs appeared first on All My Systems.
Check Pete Murray’s original post https://www.allmysystems.co.uk/accounts-receivable-business-central-capabilities-faqs/ on www.allmysystems.co.uk which was published 2025-07-30 15:50:00
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