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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Creating Word Template...
Finance | Project Operations, Human Resources, ...
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Creating Word Template for Invoices in PSA or Project Operations

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Posted on by MCPP 7

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

Screen-Shot-2022_2D00_03_2D00_15-at-8.38.49-AM.png

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    Community Member Profile Picture
    Community Member on at

    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:

    pastedimage1647573318138v1.png

    pastedimage1647573366004v2.png

    2.Edit the template:

    pastedimage1647573529870v3.png

    3.Upload the template:

    (1)System template

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

    pastedimage1647573824022v6.png

    (2)Personal template:

    pastedimage1647573707686v4.png

    pastedimage1647573764975v5.png

    4.Result:

    pastedimage1647573862549v7.png

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