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Button to directly downlad a sales invoice

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Posted on by NR-13080357-0

On the Sales Invoice page, I would like to add a button labeled "Download PDF". When this button is clicked, the system should directly download the sales invoice as a PDF file.

Currently, the process to download a sales invoice as a PDF involves several steps:

On the Sales Invoice page, I press the "Print/Send" button.
From the available options, I select the "Draft Invoice" button.
Then, I choose the "Send To" option.
Finally, I select the "PDF Document " to generate and download the invoice.

This multi-step process is time-consuming and could be simplified significantly by implementing a dedicated "Download PDF" button. This new functionality will improve efficiency and enhance the overall user experience by allowing invoices to be downloaded with a single click.

Can someone help me with the coding required to implement this feature?

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Dynamics 365 Business Central

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Khushbu Rajvi. 5,371 on at

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Button to directly downlad a sales invoice

Using customization you can achieve this easily. To add a "Download PDF" button on the Sales Invoice page in Business Central, create a page extension for "Sales Invoice". Add an action with AL code that generates the Sales Invoice Report in PDF format using the SaveAsPDF method and downloads it via DownloadFromStream. This simplifies the process, allowing users to download the invoice in one click.
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Yi Yong 1,504 Super User 2024 Season 2 on at

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Button to directly downlad a sales invoice

Hello,

It is best to find a vendor for customization.

Alternatively, you can use Personalize mode to move the 'Draft Invoice' button to the 'Home' tab.
gdrenteria 12,750 Most Valuable Professional on at

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Button to directly downlad a sales invoice

Hi, good day
I hope this can help you, and give you some hints.

Dynamics 365 Business Central: Using the query as a data source for a page (Query.Open Method) | Dynamics 365 Lab

Dynamics 365 Business Central: How to directly export Report from page (Custom Filename For Report Export) | Dynamics 365 Lab

Best Regards
Gerardo
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Mohamed Amine Mahmoudi 9,952 Super User 2024 Season 2 on at

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Button to directly downlad a sales invoice

Hi @NR-13080357-0,

You need to make a specific development to meet this need.

(Moved to Dynamics 365 BC Form)
Martin Dráb 230,543 Most Valuable Professional on at

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Button to directly downlad a sales invoice

Which D365 app are you using? This forum is about D365 in general, while your question seems to be about a particular product (such as Finance and Operations or Business Central).