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Bulk sales invoice posting

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Posted on by Dixita

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Hi there!

I am trying to post more than one sales invoice at a time from shipped but not invoiced sales orders form.

But when I select 99 invoices the invoice button on the top below generate is getting disabled. how many invoice line system supports?

Is there any way I can generate more than 1000 invoices at a time?

Thanks in advance!

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Dynamics 365 Finance

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Paolo Cecchelli 167 on at

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Hi Dixita,

have you tried using the Batch invoicing function under Accounts receivable --> Invoices --> Batch invoicing --> Invoice.

Here you hit select to make the needed filter (you can also leave everything blank and it will show you everything that can be invoiced) and you post it in interactive or batch mode:

If you want by activating the "Late selection" flag you can also schedule a recuring batch to run and post the invoices with the criteria you want.

I have never heard about any limitation in the number of invoiced Sales orders with this method

Hope it helps

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Dixita 269 on at

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Thank you Paolo for your response, I used the same form always but recently I have been facing slowness in select form and I am not able to fetch the invoices so trying a workaround on shipped but not invoiced sales orders form

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Paolo Cecchelli 167 on at

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OK I see, in this case what if you flag the "Late selection" button before clicking on "Select" (then you can specify the query you want), so that when you close the Select the system does not upload all the lines in the form but then just applies the selected filters for the posting?

Then you can just bulk-invoice, the only thing is that you do not have a list of what you are invoicing before doing it.

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Giorgio Bonacorsi 1,173 on at

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Hello,

You can find in this article a complet explanation about how automatize your customer invoice: https://dax365fo.org/2025/04/22/start-smart-customer-invoicing-automate-post-send/

I hope the best for you,

Giorgio

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André Arnaud de Cal... 302,559 Super User 2025 Season 2 on at

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Hi Dixita,

Can you tell if the slowness is when opening the Select page or when closing it? I think it is related to the number of orders in your environment. Have you considered cleaning up fully posted sales orders or archiving them? Maybe a customization can also be a root cause for slowness.

In the Select option, you can change the Range to limit the number of records that will be used for posting. Try to put a filter on both the status of the Sales orders, but also the Order lines. For sales orders select Open order, Delivered. For sales lines select the Status only on Delivered.

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Dixita 269 on at

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Thank you for everyone for replies. the issue was not in select query rather it was issue related to missing indexes. Also we disabled two features related to soft reservation. after those steps we noticed improvement in the performance.

Thank you

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