Process Payment for a Customer Journal in Dynamics 365

Definition: In D365, payments can be made to add a balance to a customer’s account which they can use in-store to make purchases. This is typically referred to as a Free-text invoice, which essentially indicates a payment made to an account without processing a sales order. For example, internal D365 gift cards have the same function as a Customer Journal. The following steps will guide you through the process.

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1. Navigate to Accounts receivable > Payments > Customer payment journal.
   
2. Select New, and under Name, select CustPay.
   
3. Once created, select the Journal batch number to open the Customer payments page.
   
4. Select the customer Account number that this payment will be applied to. The Account name will auto-populate once you click out of this field.
   
5. Enter the amount to be added to the customer’s journal under Credit.
   
6. Select the Functions dropdown and select Credit card.
   
7. Enter the customer payment information; once done, select OK.
   
8. Once done, you will be brought back to the Customer payments screen. From here, select Post.
   
9. At this point, the payment will be processed to the Shift4 Gateway and the balance will be added to the Customer journal.