Where is my Save button

When you create documents such as quotes, orders, invoices, or credit memos in Dynamics 365 for Financials, you might be looking for the Save button that you used to have in your previous accounting software.

First of all, there is no Save button anywhere in Financials; instead, you can create invoices and just leave them if you are not finished working on them, and then return to them later. Documents that you have not finished yet will show up as Ongoing Sales or Purchases documents in the Role Center if you are using the default Role Center, Business Manager.

You can also find the open sales documents by choosing the dropdown menu next to the Home icon, and then choose Sales. Here you can see the open documents:

So how do you post your document or send the document to your customer if there is no Save button?

You just choose either Post or Post and Send, it is as simple as that.

These two actions are shown at the top of a document, such as the example below that shows an invoice. In the ribbon, choose Home and then you can choose Post, which will make sure the invoice is posted to the general ledger and a posted invoice is created. Or you can choose Post and Send, and in that case, the same will happen, but now the invoice is also generated as a PDF file that you can send to your customer.

If you haven’t already tried Dynamics 365 for Financials, then sign up for the free preview.