{"title":"D365 Sales Ledger Guides","description":null,"products":[{"product_id":"d365-sales-ledger-customer-accounts-create-a-customer-account","title":"D365 Sales Ledger - Customer Accounts - Create a Customer Account","description":"\u003ctable\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eD365 Sales Ledger - Customer Accounts - Create a Customer Account: \u003c\/strong\u003e Learn how to create a Customer Account in Microsoft Dynamics 365 Finance and Supply Chain Management with this practical, step-by-step D365 training guide. Maintain reliable customer master data to support downstream sales, invoicing, credit and collections activities. Designed for users working in Sales Ledger, it follows the standard Customer Accounts flow within Microsoft's order-to-cash business process.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003eBuilt by BR One consultants who implement D365 for a living, using the standard out-of-the-box interface. Issue it as-is, or take the editable version and make it yours.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eChoose your type\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eRead-only (PDF)\u003c\/strong\u003e branded, print-ready, hand it to users as it comes\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eEditable (Word)\u003c\/strong\u003e rebrand it, add your company's screenshots, adapt the wording to your terminology\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eWhat's included\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003ePerpetual licence. Unlimited users across your organisation\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eThree downloads per file, per purchase. \u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003ePrices exclude VAT. Purchase order accepted.\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e","brand":"BR One Learn","offers":[{"title":"PDF","offer_id":58550799991158,"sku":null,"price":29.0,"currency_code":"GBP","in_stock":true},{"title":"WORD","offer_id":58550800023926,"sku":null,"price":75.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1009\/9975\/8198\/files\/d365-sales-ledger-customer-accounts-create-a-customer-account.jpg?v=1792654827"},{"product_id":"d365-sales-ledger-sales-order-management-create-a-sales-order","title":"D365 Sales Ledger - Sales Order Management - Create a Sales Order","description":"\u003ctable\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eD365 Sales Ledger - Sales Order Management - Create a Sales Order: \u003c\/strong\u003e Learn how to create a Sales Order in Microsoft Dynamics 365 Finance and Supply Chain Management with this practical, step-by-step D365 training guide. Support accurate sales order processing from order entry through confirmation, fulfilment or invoicing. Designed for users working in Sales Ledger, it follows the standard Sales Order Management flow within Microsoft's order-to-cash business process.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003eBuilt by BR One consultants who implement D365 for a living, using the standard out-of-the-box interface. Issue it as-is, or take the editable version and make it yours.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eChoose your type\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eRead-only (PDF)\u003c\/strong\u003e branded, print-ready, hand it to users as it comes\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eEditable (Word)\u003c\/strong\u003e rebrand it, add your company's screenshots, adapt the wording to your terminology\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eWhat's included\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003ePerpetual licence. Unlimited users across your organisation\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eThree downloads per file, per purchase. \u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003ePrices exclude VAT. Purchase order accepted.\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e","brand":"BR One Learn","offers":[{"title":"PDF","offer_id":58550800056694,"sku":null,"price":29.0,"currency_code":"GBP","in_stock":true},{"title":"WORD","offer_id":58550800089462,"sku":null,"price":75.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1009\/9975\/8198\/files\/d365-sales-ledger-sales-order-management-create-a-sales-order.jpg?v=1792654827"},{"product_id":"d365-sales-ledger-sales-order-management-confirm-a-sales-order","title":"D365 Sales Ledger - Sales Order Management - Confirm a Sales Order","description":"\u003ctable\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eD365 Sales Ledger - Sales Order Management - Confirm a Sales Order: \u003c\/strong\u003e Learn how to confirm a Sales Order in Microsoft Dynamics 365 Finance and Supply Chain Management with this practical, step-by-step D365 training guide. Support accurate sales order processing from order entry through confirmation, fulfilment or invoicing. Designed for users working in Sales Ledger, it follows the standard Sales Order Management flow within Microsoft's order-to-cash business process.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003eBuilt by BR One consultants who implement D365 for a living, using the standard out-of-the-box interface. Issue it as-is, or take the editable version and make it yours.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eChoose your type\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eRead-only (PDF)\u003c\/strong\u003e branded, print-ready, hand it to users as it comes\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eEditable (Word)\u003c\/strong\u003e rebrand it, add your company's screenshots, adapt the wording to your terminology\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eWhat's included\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003ePerpetual licence. Unlimited users across your organisation\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eThree downloads per file, per purchase. \u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003ePrices exclude VAT. Purchase order accepted.\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e","brand":"BR One Learn","offers":[{"title":"PDF","offer_id":58550800122230,"sku":null,"price":29.0,"currency_code":"GBP","in_stock":true},{"title":"WORD","offer_id":58550800154998,"sku":null,"price":75.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1009\/9975\/8198\/files\/d365-sales-ledger-sales-order-management-confirm-a-sales-order.jpg?v=1792654827"},{"product_id":"d365-sales-ledger-sales-order-management-post-a-delivery-note-packing-slip","title":"D365 Sales Ledger - Sales Order Management - Post a Delivery Note (Packing Slip)","description":"\u003ctable\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eD365 Sales Ledger - Sales Order Management - Post a Delivery Note (Packing Slip): \u003c\/strong\u003e Learn how to post a Delivery Note (Packing Slip) in Microsoft Dynamics 365 Finance and Supply Chain Management with this practical, step-by-step D365 training guide. Complete the standard sales order management activity with accurate records, appropriate controls and a clear audit trail. Designed for users working in Sales Ledger, it follows the standard Sales Order Management flow within Microsoft's order-to-cash business process.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003eBuilt by BR One consultants who implement D365 for a living, using the standard out-of-the-box interface. Issue it as-is, or take the editable version and make it yours.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eChoose your type\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eRead-only (PDF)\u003c\/strong\u003e branded, print-ready, hand it to users as it comes\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eEditable (Word)\u003c\/strong\u003e rebrand it, add your company's screenshots, adapt the wording to your terminology\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eWhat's included\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003ePerpetual licence. Unlimited users across your organisation\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eThree downloads per file, per purchase. \u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003ePrices exclude VAT. Purchase order accepted.\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e","brand":"BR One Learn","offers":[{"title":"PDF","offer_id":58550800220534,"sku":null,"price":29.0,"currency_code":"GBP","in_stock":true},{"title":"WORD","offer_id":58550800253302,"sku":null,"price":75.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1009\/9975\/8198\/files\/d365-sales-ledger-sales-order-management-post-a-delivery-note-packing-slip.jpg?v=1792654863"},{"product_id":"d365-sales-ledger-customer-invoicing-create-a-free-text-invoice","title":"D365 Sales Ledger - Customer Invoicing - Create a Free Text Invoice","description":"\u003ctable\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eD365 Sales Ledger - Customer Invoicing - Create a Free Text Invoices in Purchase Ledger: \u003c\/strong\u003e Learn how to create a Free Text Invoices in Purchase Ledger in Microsoft Dynamics 365 Finance and Supply Chain Management with this practical, step-by-step D365 training guide. Process customer billing information accurately and keep invoice status visible for review and follow-up. Designed for users working in Sales Ledger, it follows the standard Customer Invoicing flow within Microsoft's order-to-cash business process.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003eBuilt by BR One consultants who implement D365 for a living, using the standard out-of-the-box interface. Issue it as-is, or take the editable version and make it yours.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eChoose your type\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eRead-only (PDF)\u003c\/strong\u003e branded, print-ready, hand it to users as it comes\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eEditable (Word)\u003c\/strong\u003e rebrand it, add your company's screenshots, adapt the wording to your terminology\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eWhat's included\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003ePerpetual licence. Unlimited users across your organisation\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eThree downloads per file, per purchase. \u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003ePrices exclude VAT. Purchase order accepted.\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e","brand":"BR One Learn","offers":[{"title":"PDF","offer_id":58550800318838,"sku":null,"price":29.0,"currency_code":"GBP","in_stock":true},{"title":"WORD","offer_id":58550800351606,"sku":null,"price":75.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1009\/9975\/8198\/files\/d365-sales-ledger-customer-invoicing-create-a-free-text-invoice.jpg?v=1792654827"},{"product_id":"d365-sales-ledger-customer-payments-and-settlement-create-and-post-a-customer-payment-journal","title":"D365 Sales Ledger - Customer Payments and Settlement - Create and Post a Customer Payment Journal","description":"\u003ctable\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eD365 Sales Ledger - Customer Payments and Settlement - Create and Post a Customer Payment Journal: \u003c\/strong\u003e Learn how to create and Post a Customer Payment Journal in Microsoft Dynamics 365 Finance and Supply Chain Management with this practical, step-by-step D365 training guide. Record and settle customer payments accurately so accounts receivable balances and transaction history remain up to date. Designed for users working in Sales Ledger, it follows the standard Customer Payments and Settlement flow within Microsoft's order-to-cash business process.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003eBuilt by BR One consultants who implement D365 for a living, using the standard out-of-the-box interface. Issue it as-is, or take the editable version and make it yours.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eChoose your type\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eRead-only (PDF)\u003c\/strong\u003e branded, print-ready, hand it to users as it comes\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eEditable (Word)\u003c\/strong\u003e rebrand it, add your company's screenshots, adapt the wording to your terminology\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eWhat's included\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003ePerpetual licence. Unlimited users across your organisation\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eThree downloads per file, per purchase. \u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003ePrices exclude VAT. Purchase order accepted.\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e","brand":"BR One Learn","offers":[{"title":"PDF","offer_id":58550800712054,"sku":null,"price":29.0,"currency_code":"GBP","in_stock":true},{"title":"WORD","offer_id":58550800744822,"sku":null,"price":75.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1009\/9975\/8198\/files\/d365-sales-ledger-customer-payments-and-settlement-create-and-post-a-customer-payment-journal.jpg?v=1792654827"},{"product_id":"d365-sales-ledger-customer-payments-and-settlement-settle-transactions-in-a-customer-payment-journal","title":"D365 Sales Ledger - Customer Payments and Settlement - Settle Transactions in a Customer Payment Journal","description":"\u003ctable\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eD365 Sales Ledger - Customer Payments and Settlement - Settle Transactions in a Customer Payment Journal: \u003c\/strong\u003e Learn how to settle Transactions in a Customer Payment Journal in Microsoft Dynamics 365 Finance and Supply Chain Management with this practical, step-by-step D365 training guide. Record and settle customer payments accurately so accounts receivable balances and transaction history remain up to date. Designed for users working in Sales Ledger, it follows the standard Customer Payments and Settlement flow within Microsoft's order-to-cash business process.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003eBuilt by BR One consultants who implement D365 for a living, using the standard out-of-the-box interface. Issue it as-is, or take the editable version and make it yours.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eChoose your type\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eRead-only (PDF)\u003c\/strong\u003e branded, print-ready, hand it to users as it comes\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eEditable (Word)\u003c\/strong\u003e rebrand it, add your company's screenshots, adapt the wording to your terminology\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eWhat's included\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003ePerpetual licence. Unlimited users across your organisation\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eThree downloads per file, per purchase. \u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003ePrices exclude VAT. Purchase order accepted.\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e","brand":"BR One Learn","offers":[{"title":"PDF","offer_id":58550800777590,"sku":null,"price":29.0,"currency_code":"GBP","in_stock":true},{"title":"WORD","offer_id":58550800810358,"sku":null,"price":75.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1009\/9975\/8198\/files\/d365-sales-ledger-customer-payments-and-settlement-settle-transactions-in-a-customer-payment-journal.jpg?v=1792654827"},{"product_id":"d365-sales-ledger-reporting-and-enquiries-generate-a-transaction-report-for-a-customer-account","title":"D365 Sales Ledger - Reporting and Enquiries - Generate a Transaction Report for a Customer Account","description":"\u003ctable\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003ctd\u003e\n\u003cp\u003e\u003cstrong\u003eD365 Sales Ledger - Reporting and Enquiries - Generate a Transaction Report for a Customer Account: \u003c\/strong\u003e Learn how to generate a Transaction Report for a Customer Account in Microsoft Dynamics 365 Finance and Supply Chain Management with this practical, step-by-step D365 training guide. Maintain reliable customer master data to support downstream sales, invoicing, credit and collections activities. Designed for users working in Sales Ledger, it follows the standard Reporting and Enquiries flow within Microsoft's order-to-cash business process.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003eBuilt by BR One consultants who implement D365 for a living, using the standard out-of-the-box interface. Issue it as-is, or take the editable version and make it yours.\u003c\/p\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eChoose your type\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eRead-only (PDF)\u003c\/strong\u003e branded, print-ready, hand it to users as it comes\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003e\n\u003cstrong\u003eEditable (Word)\u003c\/strong\u003e rebrand it, add your company's screenshots, adapt the wording to your terminology\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003e\u003cstrong\u003eWhat's included\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul dir=\"ltr\" class=\"[li_\u0026amp;]:mb-0 [li_\u0026amp;]:mt-1 [li_\u0026amp;]:gap-1 [\u0026amp;:not(:last-child)_ul]:pb-1 [\u0026amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\"\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003ePerpetual licence. Unlimited users across your organisation\u003c\/li\u003e\n\u003cli class=\"font-claude-response-body whitespace-normal break-words pl-2\"\u003eThree downloads per file, per purchase. \u003cbr\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\"\u003ePrices exclude VAT. Purchase order accepted.\u003c\/p\u003e\n\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e","brand":"BR One Learn","offers":[{"title":"PDF","offer_id":58550800843126,"sku":null,"price":29.0,"currency_code":"GBP","in_stock":true},{"title":"WORD","offer_id":58550800875894,"sku":null,"price":75.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1009\/9975\/8198\/files\/d365-sales-ledger-reporting-and-enquiries-generate-a-transaction-report-for-a-customer-account.jpg?v=1792654827"}],"url":"https:\/\/bronelearn.com\/collections\/d365-sales-ledger-guides.oembed","provider":"BR One Learn","version":"1.0","type":"link"}