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Invoice document templates

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Posted on by GM-03011812-0

Is it possible to create sales invoice document templates in Dynamics 365 Business Central that automatically populate certain fields, similar to how it works for items, customers, and vendors? If so, how can I set this up?

For example, having a template for national sales invoices and another for international sales invoices ...

Thank you

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Dynamics 365 Business Central

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Khushbu Rajvi. 20,275 Super User 2025 Season 2 on at

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There are no specific invoice templates such as vendor, customer and item.

Hope this helps you : https://www.dynamicsuser.net/t/invoice-template/61114

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Yi Yong 2,555 Super User 2025 Season 2 on at

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Hello,

You can use "Recurring Sales Lines" function though you will need to create the template for each customers.

Otherwise, you can always use "Copy Document" to copy the invoice of similar template.

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Valentin Castravet 31,340 Super User 2025 Season 2 on at

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Hope these help as well:

Standard recurring sales lines - Business Central | Microsoft Learn

Real Things I’m Asked – Microsoft Dynamics 365 Business Central Copy Document

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Inkey Solutions 2,100 on at

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In Dynamics 365 Business Central, it is not possible to create direct "sales invoice document templates" similar to templates for items, customers, or vendors. However, you can achieve similar functionality by using the Copy Document feature or Recurring Sales Lines to populate fields automatically.

Copy Document:

If a customer frequently requires similar quotes, order or invoices, you can use the Copy Document functionality in Business Central. First, create and archive the repetitive document (e.g., a quote or order) as a template.

When needed, create a new document and use Actions > Functions > Copy Document to copy the archived document.

This saves time, ensures consistency, and reduces manual data entry for recurring transactions.

Recurring Sales Lines:

Create Recurring Sales Lines template with require item details.

Assign template in customer card.

create sales order, quotes or invoice using this template.

The Recurring Sales lines automatically display in the sales lines.

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YUN ZHU 95,331 Super User 2025 Season 2 on at

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Hi, hope the following helps as well.

Dynamics 365 Business Central: How to create recurring orders (Recurring Sales Lines and Recurring Purchase Lines)

https://yzhums.com/6241/

Thanks.

ZHU

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