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Transaction page · Accounts receivable

Open customer invoices

A list page of posted customer invoices.

Used by
Accounts receivable clerk, Accounts receivable manager, Auditor and 10 more roles
Business process
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Menu item
CustOpenInvoicesListPage
Main table
CustTransOpen
Data entity
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Setup steps
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Show what matters for

Everyone

1What it is and why

What it isA list page of posted customer invoices.
What you do hereUsed to view the customer invoices that you posted.
ExampleFor example, a collections clerk can select Write off on this list to write off a bad debt.
Open customer invoices page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathAccounts receivable › Invoices › Open customer invoices
Set up firstAccounts receivable parameters Microsoft Learn ↗Customer posting profiles Microsoft Learn ↗
Used next byGeneral journals Microsoft Learn ↗
Related pagesAll sales orders Microsoft Learn ↗All customers Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to Accounts receivable > Invoices > Open customer invoices.
  2. Mark the line for the invoice that you want to write off.
  3. On the Action Pane, select Invoice.
  4. Select Write off.
  5. Select OK to create the write-off.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
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Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemCustOpenInvoicesListPage Checked in Dynamics 365
FormCustOpenInvoicesListPage Checked in Dynamics 365
TableCustTransOpenShown as “Open customer transactions” in Record infoChecked in Dynamics 365
Data entities—
Who can open itPrivilegesView open customer invoices list page CustOpenInvoicesListPageViewDutiesReview collections process performance CollectionLetterCollectionProcPerfRevieInquire into collections status CollectionLetterCollectionsStatusInquirMaintain collections transactions CollectionLetterCollectionsTransMaintaiInquire into customer invoice status CustInvoiceCustomerInvoiceStatusInquireMaintain customer invoice transactions CustInvoiceCustomerInvoiceTransMaintainReview invoice and cash process performance CustInvoiceInvoiceAndCashProcPerfReview
13 security rolesAuditor AuditPolicyManagerCollections agent CollectionLetterCollectionsAgentCollections manager CollectionLetterCollectionsManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerk
Checked in Dynamics 365
Actions on the pageInvoice: View, Settle, Collect, Ship, Details, Intercompany, DocumentChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=CustOpenInvoicesListPage
Integrate with—
Table definitionCustTransOpen columns and relations Microsoft data model ↗

Everyone

8Sources and checks