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Small and medium business | Business Central, N...

Creating Sales invoice by OCR setup.

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Posted on by Raviraj2277

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Hi folks,

I am able to create Purchase invoice by using incoming documents with the help of OCR setup.

Can we create Sales invoice by using OCR ?

For creating purchase invoice i am using below template.

Current Process for creating Purchase invoice:

step 1:

Step 2:

Step 3:

After verifying document in OCR web app (Kofax). We are using Received from OCR button to extract data to BC.

Let me know if we can use same process to create sales invoice.

Thanks in advance.

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Dynamics 365 Business Central

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YUN ZHU 102,023 Super User 2026 Season 1 on at

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Hi, below are two examples of creating Purchase Invoice. Sales Invoice is similar. I hope they can give you some tips.

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-use-ocr-pdf-images-files#to-create-a-purchase-invoice-from-an-electronic-document-received-from-the-ocr-service

https://www.youtube.com/watch?v=O8HW3Bnt2EY

Thanks.

ZHU

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