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Ability to choose Sales Invoice template when posting sales invoice to customer

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Posted on by 15

Hi all! Im fairly new to Business Central so apologies if its a silly question.

We have a customer that we send invoices to and we would like the ability to change the sales invoice template (different logo/layout depending on the services we sell). Is this an easy thing to implement without changing the backend of the customer set up? Ideally, i would like the option to prompt me to select which template to use when i post a sales invoice and send an email

Thank you in advance

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: Ability to choose Sales Invoice template when posting sales invoice to customer

    If you are on version 21.1 you gave that option in the standard system.

    If not you can use the customer document selection

    Maybe this can be helpful

    bc365.co/.../

  • JNewen Profile Picture
    JNewen 15 on at
    RE: Ability to choose Sales Invoice template when posting sales invoice to customer

    Thanks for the taking the time to help, appreciate it. I was more after the template that the invoice is being presented on (example the PDF), and not the email which i think your solution was intended for.

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Ability to choose Sales Invoice template when posting sales invoice to customer

    Hi

    In that case you can create new word templates, just search Word templates > Create New and follow the instructions

    pastedimage1668134718830v1.png

    After setting it up, use the Send email and there during compose email, please select the Word templates you saved before.

    pastedimage1668134841816v2.png

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