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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Convert Sales Order to Invoice

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Whenever I convert a sales order to an invoice I end up with a posted invoice.
Is there anyway I can convert a sales order to an unposted invoice?
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  • Suggested answer
    RudyZhang Profile Picture
    Microsoft Employee on at
    Convert Sales Order to Invoice
    Hi,
     
    Regarding your question about converting orders to invoices.
     
    Our team is not sure if your issue belongs to Dynamics 365 Sales area or Dynamics 365 Finance and Operation area. Depending on the domain the issue belongs to there will be a different solution.
     
    If your issue is in the Dynamic 365 FO area. According to the official Microsoft documentation, when you create an invoice from an order, you can expand the parameters section, close the posting and print the invoice only.


    The link to the documentation is as follows
    Create sales order invoices - Finance | Dynamics 365 | Microsoft Learn
     
    In addition, we recommend you to ask your question in the specific forum so that you can get a more accurate solution to your problem
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

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