Creating Word Template for Invoices in PSA or Project Operations

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Posted on by MCPP

Hello,

We have D365 CE and installed the Project Services Automation module. With this new functionality, we are able to create invoices. Is there any documentation on how to create an invoice template so we can view the document in the format we will be sending to our customers?

Regards,

Prathibha

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Hi MCPP,

You can refer the following link to know how to create a word template:

Use Word templates to create standardized documents - Power Platform | Microsoft Docs

1.Download one blank word template:

2.Edit the template:

3.Upload the template:

(1)System template

Go to Settings > Templates > Document Templates, click Upload Template.

(2)Personal template:

4.Result:

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