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Printing Comments on Posted Sales Invoice

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Posted on by john.ellis

3,494

Hi:

I tested this and failed. I'm surprised that there's not an easy way to do this.

Upon entering a comment on the "Comment Sheet" of a Posted Sales Invoice, I simply want for that comment to print.

For example, maybe the customer didn’t include freight in their payment. I'd like to make a note on the Posted Sales Invoice, so that it shows up internally to remind me. And, I would like for this note to show up on the customer invoice. If the customer short-paid, I would enter this note and resend that posted invoice to the customer.

How do I accomplish this feat?

Thanks!

John

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Dynamics 365 Business Central

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MahGah 15,437 on at

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RE: Printing Comments on Posted Sales Invoice

Hi John

I know this is not an ideal solutions. My recommendations are

1) For internal use check Internal Note app. it is not 100% what you want but it does part of it and it is free appsource.microsoft.com/.../pubid.aitana_management_sl|aid.idynamics_internal_notes|pappid.bfec7d00-c0ce-420f-845c-653287d3c60f

2) For customer facing you can develop a report (modify the report) to does what you want.

3) or submit the idea here to help others as well. experience.dynamics.com/.../
john.ellis 3,494 on at

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RE: Printing Comments on Posted Sales Invoice

I wasn't referring to changing totals or adding amounts -- just making comments.
john.ellis 3,494 on at

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RE: Printing Comments on Posted Sales Invoice

exactly
john.ellis 3,494 on at

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RE: Printing Comments on Posted Sales Invoice

Hi Zhu:

I don't think that this works for a Posted Sales Invoice. :(

John
Dallefeld 175 User Group Leader on at

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RE: Printing Comments on Posted Sales Invoice

You cannot add lines, even comment lines.

Comments are not financial so adding a comment to a posted invoice has no impact on the total.

I believe that the original question was to put a comment on the invoice and resend with the comment.
TK8782 6 on at

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RE: Printing Comments on Posted Sales Invoice

Hi,

as far as I understand you want to add some additional information on a posted invoice, e.g. additional freight charges.

In my opinion this is not possible because you edit a "posted" invoice which is not a decision because it changes the amount of your invoice and the invoice is already posted into your accounting.

For additional charges you have to make a new invoice in my opinion.

If you want to only add the additional charges as text then you have to make a customized report which prints the comments you added on your posted invoice.
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YUN ZHU 81,998 Super User 2025 Season 1 on at

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RE: Printing Comments on Posted Sales Invoice

Hi, How about adding Comment directly on the line?

For example:

Sales Invoice:

Posted sales invoice:

Print layout:

Hope this will help.

Thanks.

ZHU
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MahGah 15,437 on at

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RE: Printing Comments on Posted Sales Invoice

[tag:bug]

Same here. I add the field (personalization) and had no success.
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Dallefeld 175 User Group Leader on at

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RE: Printing Comments on Posted Sales Invoice

I just tried using this field on a posted sales invoice. I can add the comment and check the flag and none of the standard invoice formats will print the comment. If the option is there, the feature should work. I tried to edit the layout of the invoice and there is no choice to add the comments or test for the print on invoice. [tag:bug]
Dallefeld 175 User Group Leader on at

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RE: Printing Comments on Posted Sales Invoice

I assume that you added the field 'print on invoice' and check that field in the comments?