Sales Ledger

Sales Ledger module for Bevica Select: customers, sales invoices and credits, credit control, payments, emailing documents, prepayments, and sales reporting.

Sales Ledger is where customer balances are created and settled.

You’ll learn how to invoice, credit, apply payments, and control credit risk.

Before you start

• Access to Bevica Select
• Introduction to Business Central
• General Ledger Part 1

Training outcomes

After you complete this module, validate your learning using Outcomes - Sales Ledger.

You should be able to:

• Create customers and ship-to addresses
• Post sales invoices and credit memos correctly
• Handle stock vs finance-only transactions safely
• Send customer documents by email and re-send when needed
• Apply and unapply customer entries
• Use credit hold, blocking, disputes, and statements
• Reconcile aged receivables back to the GL

Customer setup

Create customers and ship-to addresses

Read / complete

• Manage customers (Microsoft Learn) (Est. 15mins)
• Creating Customers (key fields and defaults)

If you ship duty free (UK), you’ll need a duty free Ship-to Address.

Contra Customers & Vendors

Skip this section if you don't have linked customers & vendors.

Read / complete

• Contra Balances

Invoicing and crediting customers

Invoice from sales orders

In Bevica Select, you typically post Ship and Invoice together.

Read / complete

• Sales Order Processing (operational flow)
• Invoicing customers (Microsoft Learn) (Est. 45mins)
• Ship and invoice items (Microsoft Learn) (Est. 1hr)

If you need to reverse a posted stock invoice, use a Sales Return Order.

Finance-only credits are for non-stock corrections.

Finance-only invoices and credits

Read / complete

• Working with Financial Sales Invoices and Credit Memos (GL Accounts)
• Working with Financial Invoices and Credit Memos (Price Discrepancies)

Emailing documents

Send and resend invoices and credit memos

Read / complete

• Send Documents and Emails (Microsoft Learn)
• Customer and Vendor Facing Outputs (report layouts + email bodies)

Credit control

Credit hold, blocking, and disputes

Read / complete

• Credit held orders
• How to block customers (Microsoft Learn)
• Put customer ledger entries on hold

Statements

Read / complete

• Email customer statements

Customer payments

Post and apply cash receipts

Read / complete

• Customer payments (Microsoft Learn) (Est. 1hr 15mins)

Payment tolerances are preconfigured in Bevica Select.

Validate them during UAT if you use strict matching.

Prepayments (if used)

Skip this section if you don’t use customer deposits.

Read / complete

• Prepayment Invoicing
• Posting prepayment sales and purchase invoices (Microsoft Learn) (Est. 1hr)

Reporting

Aged accounts receivable

Read / complete

• Reconcile aged receivables and payables to the general ledger

Data migration (if you’re implementing)

You’ll typically import:

• Opening sales ledger balances

Next steps

• Validate your learning with Outcomes - Sales Ledger
• Continue to Cash Management