Microsoft Dynamics 365 | Integration, Dataverse...

Invoice Bank Details

(0) Share

Report

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

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Haig Liu Microsoft Employee on at

Like (0)

Report

Invoice Bank Details

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

Was this reply helpful? Yes No
Jenny P 21 on at

Like (0)

Report

Invoice Bank Details

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

Was this reply helpful? Yes No
Haig Liu Microsoft Employee on at

Like (0)

Report

Invoice Bank Details

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

Was this reply helpful? Yes No