Setting Up and Handling Sales Prepayments in D365 Business Central

Prepayments in Business Central let you invoice and post advance payments on sales or purchase orders before the final invoice. This is useful when you require deposits before production or delivery.

First of all, we have to set up Sales & Receivables

Open Sales & Receivables Setup using the Tell Me 🔍 feature.


Under the Number Series section:

  • Make sure Posted Prepmt. Inv. Nos. is the same as Posted Invoice Nos.

  • And Posted Prepmt. Cr. Memo Nos. matches Posted Credit Memo Nos.

This ensures that your prepayment invoices and credit memos follow the same numbering as regular sales documents.


Configuring sales prepayment accounts in the General Posting Setup


Go to General Posting Setup, find the line for DOMESTIC and RETAIL, and set the Sales Prepayments Account to the correct G/L account.


Set Up Prepayment Percentages for Customers and Items

Once the core sales prepayment settings are configured, the next step is to define prepayment percentages. Typically, this is done by entering a default percentage on the Customer or Item cards, which Business Central will automatically apply when creating sales documents.

To set a prepayment percentage for a customer, use the Tell Me feature to search for Customers, and open the relevant customer card. Under the Payments FastTab, enter the desired value in the Prepayment % field.


Then, go to Related > Sales > Prepayment Percentages.



and define specific prepayment rules by adding lines as needed.



✅ With this, we’ve completed the prepayment setup for sales in Business Central.
In Part 2, we’ll walk through how to create sales documents—such as sales orders—with prepayments applied, and see how the system handles invoicing, posting, and tracking prepayment amounts.

Stay tuned! 👇


Thanks For Reading...!!


Regards,
Khushbu Rajvi

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