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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to enable automati...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to enable automatic posting of approved customer invoices

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Posted on by Gaute K 322
Hi. Can invoices to customers be posted automatically after they have been approved? This is in the accounts receivable module 
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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at
    Hi Gaute,
     
    Do you have a customization for approval on customer invoices? In the standard, there is only an approval for project invoice proposals. If it is a customization, you can add addiitonal logic to be able to configure automated tasks in the workflow or start automatic posting after the workflow completion (approval).
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,803 Most Valuable Professional on at
    If this is customer invoice, in sales order there is no standard workflow, however in Free Text Invoice there is a workflow.
     
    Regarding your question, yes we can post invoice automatically by the below functionality.
     
    You just need to click on "Late election" and then use filter and setup batch to run, it will work.

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