Finance | Project Operations, Human Resources, ...

How do you configure default customer Invoice Template?

(0) Share

Report

Posted on by RyanC

655

I'm just working on setting up a new legal entity and I'm wondering. Does anyone know how to configure default invoice templates on customer accounts? There's a field for it under invoice & delivery but I can't find a related entity or a place to set it as a default.

Thanks!

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Magno Pereira 2,435 Moderator on at

Like (1)

Report

Hey,

You can create free text invoice templates that can include invoice lines, charges, an accounting distribution template, and ledger account information.

docs.microsoft.com/.../create-free-text-invoice-template-new

And assign a free text invoice template to a customer.

docs.microsoft.com/.../assign-free-text-invoice-template-customer

"A free text invoice is an invoice that is not attached to a sales order. A free text invoice contains a header and one or more lines for items or services that are not tracked in inventory. Use a free text invoice for sales that do not require a sales order, packing slip, and customer invoice. For example, you can use a free text invoice for a consulting fee or services fee, or for a miscellaneous fee for an event reimbursement."

https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/key-tasks-free-text-invoices

The field that you mentioned gives you the possibility to define the invoice layout that you want for the customer. The project invoice without billing rules from the project management and accounting module.

Kind Regards,

Magno Pereira | Finance Functional Consultant

If this answers your question, then please mark this reply as verified. Thank you!

Was this reply helpful? Yes No
Suggested answer

RyanC 655 on at

Like (1)

Report

Thanks for the detailed response, I was able to configure my invoice template as desired.

Cheers,

Ryan

Was this reply helpful? Yes No
Magno Pereira 2,435 Moderator on at

Like (0)

Report

You are welcome! Good to know.

So can you mark it as verified, please? So the other members also have that information.

Kind Regards,

Magno Pereira | Finance Functional Consultant

If this answers your question, then please mark this reply as verified. Thank you!

Was this reply helpful? Yes No