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Invoice Orientation in D365

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Posted on by TO-05081943-0

Hello

We utilize D365 in our work and we are wondering how to Save The Invoice Orientation in the settings so we dont have to keep fixing it for each invoice we print.

There is a drop down (Invoice Template) containing Portrait and Landscape and we inadvertently clicked on something that has changed that setting.

Thank you in Advance

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Dynamics 365 Customer Insights - Data

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Quartzite 135 on at

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1. Go to Print Management Settings

Navigate to:
Accounts receivable > Setup > Forms > Form setup

On the Form setup page, click the Print management button.

2. Choose the Invoice Document Type

In the Print Management tree:

Expand Customer invoice

Select the node under Original <Sales order invoice> or other relevant node you are using.

Click Settings (gear icon) or Destination if shown.

3. Set Report Options

In the Print destination settings dialog:

If you're using PDF or Screen, click on Options or Print settings.

Look for Orientation → Choose Portrait or Landscape.

4. Save the Settings

Click OK to save your destination settings.

Back on the Print Management page, click Close or OK to save all.

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TO-05081943-0 12 on at

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Where is the Print Mgt settings ?

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TO-05081943-0 12 on at

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I found it but there is NO printer in the box - we use PDF and thats not there

I just wish I knew why all of a sudden it does not go to landscape on its own anymore

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DAnny3211 11,397 on at

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Hi TJ,

In Dynamics 365, to ensure the invoice orientation (Portrait or Landscape) is consistently applied without needing to adjust it for each print, you can follow these steps:

Navigate to the Invoice Template Settings:

Go to Print Management under Accounts Receivable > Setup > Forms > Form Setup.

Select the Invoice document and click Print Management Settings.

Set Default Orientation:

Choose the correct Invoice Template.

Under the Destination settings, configure the orientation (Portrait or Landscape) and save it as the default.

User-Specific or Role-Based Settings:

If multiple users are printing invoices, ensure the template is applied globally or per user role to avoid overrides.

Test and Confirm:

Print a test invoice to confirm the orientation is applied correctly.

Let me know if you'd like help locating the exact menu or applying the settings across multiple users!

Best regards,
Daniele

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TO-05081943-0 12 on at

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without a printer in the Name area I Cannot SAVE the Landscape option

It stays "Unavailable"

Something happened recently to affect this I can normally print to PDF just fine without adjusting the Orientation for every invoice

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Invoice Orientation in D365

1. Go to Print Management Settings

2. Choose the Invoice Document Type

3. Set Report Options

4. Save the Settings

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Community site session details

Invoice Orientation in D365

1. Go to Print Management Settings

2. Choose the Invoice Document Type

3. Set Report Options

4. Save the Settings

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates