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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Import of Invoice
Small and medium business | Business Central, N...
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Import of Invoice

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Posted on by Community member 2
Hi all
 
I am new to BC, and i would like to know if following is possible
 
We are creating sales invoice's outside of BC, and are currently booking them in manually
 
Is it possible? To Import the sales invoice in BC or by a Mail Account, and then all PDF that are received  in that mail/upload to BC will be booked accordingly to some /rules/ sat up for each different possibly outcome
 
We are currently using Document Capture for our purchases, and i am basically looking for the same setup just for sales invoice's
Categories:
Business Central
  • Community member Profile Picture
    Community member 2 on at
    Import of Invoice
    Dear Yun Zhu
     
    Thank you for your answer
     
    Is it possible to create the same as document capture, just for sale invoice's or?
     
    I do not know how it should be created otherwise, as the invoice's are created as PDF and not anything else
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,647 Super User 2024 Season 2 on at
    Import of Invoice
    Hi, this sounds a bit difficult, you can try Power Automate
    Hope the following helps.
    Dynamics 365 Business Central: Automatically create a new customer when receiving an email via Power Automate (No customization)
     
    If you are importing from Excel, you can use the Configuration Package function.
     
    You can also customize some tools.
    For example,
    How to use Excel Buffer to Import data
     
     
    Hope this helps.
    Thanks.
    ZHU
     
  • Community member Profile Picture
    Community member 2 on at
    Import of Invoice
    Hi Tanya
     
    Thanks for the advice
     
    How is that done? Can you ellaborate
  • tanya07 Profile Picture
    tanya07 1,554 on at
    Import of Invoice
    Hi,
    You can use Configuration Packages to upload the data.
     

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