Close invoices of a certain customer

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Posted on by djaforma

Hi,

We are using Fieldservice, with fieldservice we create invoices.

We would like to create a process that closes all the Fieldservice invoices for that particulier account, I know this is possible when you select the invoices and start a process to change the status for these invoices but we would like to create a process that we can start when we select the Accounts so it changes the status of all the invoices for these accounts.

Anybody know how to do this? :)

Kind regards,

Dirk-Jan Forma

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Field Services

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djaforma 60 on at

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RE: Close invoices of a certain customer

In the end we decided to create a workflow that closes the invoices.

We used the proces "update child records", https://github.com/demianrasko/Dynamics-365-Workflow-Tools

Thanks for the support.
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Thomas David Dayman 11,323 on at

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RE: Close invoices of a certain customer

You can do this with Microsoft Flow. By updating child Invoices that belong to the Account

www.crminnovation.com/.../update-child-records-in-dynamics-365-using-microsoft-flow