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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Invoice template/ Add ...
Finance | Project Operations, Human Resources, ...
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Invoice template/ Add additional contact information in the Footer of the Invoice

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Posted on by Veselina Traykova 31
Hello!
 
We have to change our footer text on the invoices that we are sending to customers/vendors and I cannot find from where I can do that.
 
I have to add the additional contact information which is Managing Director.
 
I have changed the necessary details in Organization administration>Legal entities:
 
Also I have changed the footer in the Print management:
 
But when we are generating invoices our footer looks like this: 
 
 
The managing director information is still missing, and I am not sure if I am missing some place where I have to add this additional information.
 
Could you suggest something? 
 
Thanks,
Lyna
 
  • Community member Profile Picture
    Community member 6 on at
    Invoice template/ Add additional contact information in the Footer of the Invoice
    Thanks for the answer. It's useful for me.
  • Community member Profile Picture
    Community member 2 on at
    Invoice template/ Add additional contact information in the Footer of the Invoice
    To change the footer text on the invoices and add additional contact information, such as the Managing Director's details, you might need to customize the report design within your invoicing system. Here are some general steps that can help you achieve this:
    Access Report Design: Depending on the system you are using for invoicing, locate the section that allows you to customize the report design. This is typically found within the invoicing module or the settings related to invoice templates.
    Modify the Footer Text: Within the report design interface, look for the section that controls the footer of the invoice. You should be able to edit the text directly within this section and add the Managing Director's contact information.
    Save and Apply Changes: After making the necessary modifications, save the changes to the invoice template or report design. Some systems might require you to publish or apply the changes before they become visible on the generated invoices.
    Test the Invoices: Generate a test invoice to ensure that the changes to the footer text and the additional contact information are accurately reflected in the final output. This step is crucial to verify that the changes have been implemented correctly.
    If you are unable to locate the specific settings or options to customize the footer text and add the Managing Director's information, consider reaching out to your system's support team or consulting the documentation for more detailed instructions. They should be able to provide you with the necessary guidance and steps to effectively customize the invoice templates and include the required information.
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,220 Super User 2024 Season 2 on at
    Invoice template/ Add additional contact information in the Footer of the Invoice
    As Ramit suggested, this could be a customized invoice report and the text at the bottom could be part of the customization.  Also, it appears you're using Docentric, which is a 3rd party form add-on to D365.  Could the configuration be in Docentric?
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,293 Most Valuable Professional on at
    Invoice template/ Add additional contact information in the Footer of the Invoice
    Hi,
     
    Two things-
     
    1: Is this a custom report? if it is standard then which country it is? because in standard I don't see these options you shared in the report.
     
    2: Have you tried to enable "Use Print Management" option and then print? for me its working.
     
    I tested and works fine however it wont come like the way you are expecting, see Ramit Paul as footer Text.
     
     
     

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