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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Invoice Template
Microsoft Dynamics CRM (Archived)

Invoice Template

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Posted on by Community Member

Hi All,

I have just stared a new job, were they have alot of issues with the CRM system.

I have already solved some of them, but are stock on this one.

Where do I find the template to the Invoice, so I can make some changes in that?

Best regards

Stefan

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  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,730 on at

    The invoice report?  It might be in Mail Merge template or in the Reports section, depending on how your invoice was made.

    Do you run it as a Word document or as a report?

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Stefan

    It is either in the Reports or Mail Merge Template.

    Easiest way you can go to advanced find to find those entities record.

    Thanks

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