Automation Customer Invoice and Payment

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Posted on by Indrashis

Hi All,

Can we raise customer invoice automatically in D365 F&O? Concurrently, is it possible to automate customer payment process as well?

Thanks,

Indrashis Chakravorty

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André Arnaud de Cal... 305,865 Super User 2026 Season 1 on at

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Hi Indrashis,

Can you tell us if your question is about free text invoices, sales order invoices, project invoices, or all?

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BillurSamdancioglu 21,255 Most Valuable Professional on at

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How would you like to automate payment? Like a bank file or smthg that arrives

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Indrashis 62 on at

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Hi Andre,

My question is about automation of Sales Order Invoice and Free Text Invoice?

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Indrashis 62 on at

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Hi Billur,

I will pay on the basis of something that has arrived.

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BillurSamdancioglu 21,255 Most Valuable Professional on at

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There are multi ways to achieve. For orders once I used logicapps for integration.

For Payments also can be used

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Indrashis 62 on at

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Hi Billur,

I am seeking a solution which is independent of any integration. My concern is to achieve this scenario of automation purely through D365 F&O.

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Indrashis 62 on at

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To cite an illustration, the sales invoice will be in pdf format and I will import this pdf in D365 F&O and subsequently this pdf must undergo file transformation to rejig the data as per the table structure of F&O to result in generation of Free Text Invoice.

This is a kind of scenario which I am expecting to achieve through F&O.

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BillurSamdancioglu 21,255 Most Valuable Professional on at

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For payment you may consider to use bank statement import.

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Indrashis 62 on at

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Hello Billur,

Bank statement to be imported must either be in MT940 or BAI2 format. But data which I am supposed to feed to F&O will not be aligned to any of these formats. This solution of bank statement import will not serve my intended purpose.

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BillurSamdancioglu 21,255 Most Valuable Professional on at

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What is the format,,?

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