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Customer experience | Sales, Customer Insights,...
Answered

Bulk Process Sales Orders into Invoices

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Posted on by Microsoft Employee

On the Sales Order View if you select an order, we have the 'CREATE INVOICE' button in the top bar.

However, if we are in a system view for orders and select multiple orders, we no longer have this button to create invoices for the selected orders.

Is there a way that we can create multiple invoices for a batch of orders without having to go into each order and clicking the 'CREATE INVOICE' button?

Any help would be greatly appreciated.

Thanks.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Bulk Process Sales Orders into Invoices

    Hi,

    The out of box button can only convert a single order to invoice. If you want to achieve this, you will have to add you custom button which will work on multiple selected record and then call custom code to create invoices.

    Refer below links-

    docs.microsoft.com/.../sample-process-quotes-sales-orders-invoices

    ribbonworkbench.uservoice.com/.../129783-pass-the-currently-selected-grid-row-s-to-a-custo

    Hope this helps.

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