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Customer experience | Sales, Customer Insights,...
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create Invoice effectively

Posted on by 75

hello dynamics community,

Is there a way to re-create the OOB "create Invoice" functionality from Orders for a custom entity?

As in: click on a button and the invoice is immediately created and opened with all required fields filled out and products associated.

So far I have only been able to create a ribbon workbench button which invokes javascript with REST API to first create a new invoice record and then copy over all products via a for loop asynchronously.

Does anyone know how I could proceed or if there is a better method to achieve what I am looking at?

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