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Invoice Bank Details

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Posted on by Jenny P

Hi!

I am trying to add bank details into sale invoice but I do not see the option?

Thanks in advance

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Haig Liu Microsoft Employee on at

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Hi,

May I ask which Dynamic 365 application you are using?
As far as I know, the default invoice does not have a bank details field, only a bank account field:

https://learn.microsoft.com/en-us/dynamics365-release-plan/2022wave1/smb/dynamics365-business-central/change-default-company-bank-account-sales-service-documents

You can also add custom fields in the Form Designer and associate them with custom entities.

If my answer was helpful, please click Like, and if it solved your problem, I hope you can verify it to help other community members find more.
Please feel free to contact me if you have any further questions.
Regards,
Haig

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Jenny P 21 on at

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Hi!

Thank you for the response. I am using the version 10.0.32 (10.0.1515.111)-Installed platform version-update 56 (7.0.6801.86).

Thanks

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Haig Liu Microsoft Employee on at

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Hi Jenny,

Based on the version number information you provided, I see that this is an F&O related issue.
According to the official documentation I checked, F&O does not provide an OOTB method to add bank details.

This is a general forum, if you are desperate for a solution to this problem, I suggest you post a question in the finance forum to get help from the professional engineer:

Finance forum (dynamics.com)

Good Luck!

Haig

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