(DNK) Set up a payment slip format for customers
Important
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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Businesses commonly attach printed payment slips to invoices to assist customers and provide a payment reference for posting and settlement. The payment slip can be used for project or service invoices, collection letters, interest notes, and account statements, in addition to sales invoices and free text invoices. To process payment slips, first set up your creditor identification number and payment slip attachment formats.
Set up a creditor ID number
Enter your company creditor identification number as provided by your financial institution. This number is used as a reference when customer payments are received through financial institutions.
Click Organization administration > Setup > Organization > Legal entities.
Click the Bank account information FastTab, and in the FI-Creditor ID field, enter your unique eight-digit creditor ID.
Close the form to save your changes.
Set up a payment slip format for invoices, notes, letters, and statements
Set up a format for a payment slip attachment to accompany sales invoices, free text invoices, interest notes, collection letters, and account statements.
Click Accounts receivable > Setup > Forms > Form setup.
Click the Invoice tab, and in the Associated payment attachment on customer invoice field, select the payment slip attachment format. Choose from the following options:
None – Do not print a payment slip. Choose this option if the payment amount is in a currency other than Danish kroner (DKK).
FIK 751 – Print an FIK 751 payment slip if you intend to write the payment amount and due date on the payment slip manually.
FIK 752 – Print an FIK 752 payment slip if you intend to use a computer-generated payment slip with a preprinted payment amount and due date.
Click the Free text invoice, Interest note, Collection letter, and Account statement tabs to select a payment slip attachment format for each document type.
Close the form to save your changes.
Set up a payment slip format for project invoices
Set up a format for a payment slip attachment to accompany project invoices.
Click Project management and accounting > Setup > Forms > Form setup.
Click the Invoice tab, and in the Associated payment attachment on the project invoice field, select the payment slip to print with the invoice. Choose from the following options:
None – Do not print a payment slip. Choose this option if the payment amount is in a currency other than Danish kroner (DKK).
FIK 751 – Print an FIK 751 payment slip if you intend to write the payment amount and due date on the payment slip manually.
FIK 752 – Print an FIK 752 payment slip if you intend to use a computer-generated payment slip with a preprinted payment amount and due date.
Close the form to save your changes.
Assign a payment slip format to a customer account
After you set up the payment slip attachment format for sales invoices, free text invoices, interest notes, collection letters, project invoices, and account statements, you can assign specific formats for a selected customer.
Click Accounts receivable > Common > Customers > All customers.
Create a new customer or select an existing customer.
Click the Invoice and delivery FastTab, and in the On a customer invoice, On a free text invoice, On an interest note, On a collection letter, On a project invoice, and On an account statement fields, select the payment slip format to accompany each document type for the selected customer.
Close the form to save your changes.
See also
(DNK) Post a sales invoice with a payment slip
(DNK) Post a free text invoice with a payment slip