Collect for product or service overview

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, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following topics provide information about collecting for a product or service.

Process customer prepayment journal vouchers

Invoice customers

Receive and enter customer payments

Manage and collect overdue customer payments

Collect for product or service business process component forms

The following table lists the forms that support the collect for product or service business process component. The table entries are organized by business process component task and then alphabetically by form name.

Note

Some forms or list pages in the following table require information or parameter settings to navigate to them.

Business process component task	Form name	Usage
Invoice customers	Accounting distribution templates (form)	Create and modify accounting distributions for the template invoice line that is selected in the Free text invoice templates form.
	Accounting distributions (form)	Create and modify accounting distributions for one side of the accounting entry. To view the full accounting entry, use the Subledger journal form.
	Billing codes (form) (Public sector)	Create, change, and inquire about the billing code charges that are specified for a free text invoice line.
	Charges transactions (form)	Create, change, and inquire about the charges specified for an invoice.
	Create invoice proposals (class form)	Create invoices for projects.
	Customer invoice journal (form)	View all updated and posted customer invoices.
	Free text invoice (form)	Create an invoice with order lines that include ledger accounts, free text descriptions, and a sales amount that you enter.
	Free text invoice templates (form)	Create free text invoice templates that can include invoice lines, charges, an accounting distribution template, and ledger account information.
	Generate recurring invoices (form)	Generate recurring invoices that are scheduled for customers.
	Invoice proposals (form)	View, modify, and update preliminary invoice transactions for projects.
	Print management setup (form)	Set up print management original or copy records and conditional settings.
	Projects (form)	Create and maintain information about projects.
	Sales orders (form)	Create, maintain, and inquire about orders.
	Sales posting (form)	Post or print a sales order. You also can post or print quotations, order confirmations, picking lists, packing slips, and invoices.
	Subledger journal (form)	Preview the accounting entries of a document before it is journalized. The subledger journal entry is also available to view or modify after the document is journalized.
Receive and enter payments	Bill of exchange (form)	Create, manage, and view bills of exchange for one or more bank accounts.
	Bill of exchange document (class form)	Set up the payment format for bill of exchange documents.
	Bill of exchange journal (form)	View information about lines in a bill of exchange that have been created in a draw bill of exchange journal or a redraw bill of exchange journal, and update the payment status for the selected bill of exchange.
	Bills of exchange statistics (form)	View statistics about the status of bills of exchange, based on the data in the Bill of exchange journal form.
	Customer foreign currency revaluation (form)	View the list of all runs of the exchange adjustment periodic job. This periodic job generates transactions that update the value of open (unsettled) customer transactions in foreign currencies.
	Customer payment proposal - Edit (form)	Modify the payment proposal that you created in the Customer payment proposal form.
	Customer payment proposal (class form)	Generate payment proposals and transfer them to the payment journal after they are modified.
	Customer postdated checks (form)	Settle, transfer, or cancel a postdated check that is received from a customer.
	Customer transactions (form)	View customer transactions, such as invoice, payment, interest, collection letter, and exchange adjustment transactions.
	Customer transactions marked for settlement (form)	View information about customer transactions that are marked for settlement.
	Enter customer payments (form)	Enter, settle, and save customer payments.
	Generate payments - customer (class form)	Generate payments according to the criteria that you can set up in the fields in this form, when you click Select, and in the form that opens when you click Dialog.
	Journal header (form)	Create and view journals.
	Journal voucher - Bill of exchange journal (form)	Draw bill of exchange journal – Draw bills of exchange. Protest bill of exchange journal – Protest bills of exchange. Redraw bill of exchange journal – Redraw bills of exchange. Remittance journal – Prepare bill of exchange remittances. Settle bill of exchange journal – Settle bills of exchange.
	Journal voucher - Customer payment journal (form)	Enter and post payments that you receive from customers.
	Mark invoice lines (form)	Select invoice lines for settlement and modify the amounts to settle for those lines.
	Remittance files for customers (form)	View a list of remittance files for vendors.
	Settle open transactions - customer (form)	View open customer transactions and mark them for settlement.
Manage and collect overdue payments	Closed customer transaction editing in several currencies (form)	View closed, also called settled, transactions for the customer account that is selected in the All customers list page.
	Collection letter journal (form)	View collection letters for all customers or for a particular customer.
	Collections (form)	Manage collections information, activities, and cases for a customer.
	Creation of collection letter (class form)	Generate collection letter note proposals and new collection letter codes for customer accounts that have open, past-due transactions.
	Customer aging snapshot (form)	Create aging snapshots for customers. An aging snapshot contains the calculated aged balances for a group of customers at one point in time.
	Customer balance (form)	View customer balance information, such as credit limits, credit limits remaining, amounts ordered, and amounts on packing slips, in the company currency.
	Customer settlement (form)	View the settlement history of the transaction that you selected in the Customer transactions form.
	Customer transactions (form)	View customer transactions, such as invoice, payment, interest, collection letter, and exchange adjustment transactions.
	Interest calculation (class form)	Generate interest note proposals that appear in the Interest note form, from which you can post and print the interest notes that are sent to customers.
	Interest journal (form)	View interest notes for all customers or for a specific customer.
	Interest note (form)	Modify, print, and update the interest note proposals that you generated in the Interest calculation form.
	Print/post collection letters (form)	Modify, print, and post the collection letters that you generate in the Creation of collection letter form.