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Dynamics 365 Community / Forums / FastTrack for Dynamics 365 forum / Automation Customer In...
FastTrack for Dynamics 365 forum
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Automation Customer Invoice and Payment

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Posted on by Indrashis 62
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
I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,119 Super User 2025 Season 2 on at
    Hi Indrashis,
     
    Can you tell us if your question is about free text invoices, sales order invoices, project invoices, or all?
  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 19,854 Most Valuable Professional on at
    How would you like to automate payment? Like a bank file or smthg that arrives 
  • Indrashis Profile Picture
    Indrashis 62 on at
    Hi Andre, 
     
    My question is about automation of Sales Order Invoice and Free Text Invoice?
  • Indrashis Profile Picture
    Indrashis 62 on at
    Hi Billur,
     
    I will pay on the basis of something that has arrived.
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 19,854 Most Valuable Professional on at
    There are multi ways to achieve. For orders once I used logicapps for integration.
     
    For Payments also can be used 
  • Indrashis Profile Picture
    Indrashis 62 on at
    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.
  • Indrashis Profile Picture
    Indrashis 62 on at
    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.
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 19,854 Most Valuable Professional on at
    For payment you may consider to use bank statement import.
     
  • Indrashis Profile Picture
    Indrashis 62 on at
    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.
  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 19,854 Most Valuable Professional on at
    What is the format,,?

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