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Finance | Project Operations, Human Resources, ...
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Word template for Dynamics GP invoice module needed (Not in SOP & Not in RM)

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Posted on by 492

I am looking for an invoice word template from Sales->Invoice Entry->select or create an invoice then print to a word template as I don't see a template available from the built-in list. Does anyone have done this template that I can share?

Thanks in advance,

Rob

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  • Verified answer
    Nicole Hellerud Profile Picture
    1,712 on at

    Hi Robert,

    Thank you for your post. As there is not a default template for the Invoicing module, I would suggest creating one using the Template Generator.

    This will get you to a starting point and from there you will most likely need to adjust visually as needed.

    Word Template Generator for Microsoft Dynamics GP 2010 R2 | Microsoft Docs

    Hope this helps, please let us know either way.

    Best Regards,
    Nicole Sutton
    Senior Support Engineer
    Microsoft Dynamics

  • Robert Yao Profile Picture
    492 on at

    Hi Nicole,

    I thought it is very difficult to start from scratch to create a word template but it turned out to be pretty easy with template generator,  I created one with company log in xml and dropped on template generator to generate Blank Invoice Form.docx then import back to report template maintenance. I wish there were an option like Sales Batch to email multiple invoices at same time.

    Thanks,

    Rob

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