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Support for Customer Care Application
Kwixand Subscription Management
Last updated 1/24/2025
Introduction
The Customer Care D365 Business Central Add-on provides users with convenient tools to auto-populate, track, and filter common features to streamline everyday processes.
Set Default Sales Invoice Posting Description
1. Open a new Sales Invoice
2. Enter the Customer Name
3. Select Sell-to Customer Name from the Default Posting Description dropdown.
Set Default Purchase Invoice Posting Description
1. Open a new Purchase Invoice
2. Enter the Vendor Name
3. Create a new No. series:
Add Request Filter to Aged Accounts Receivable
1. Open Aged Accounts Receivable:
2. Select the Customer Posting Group you want to filter the Customer Ledger Entry by when posting a sales invoice:
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