Invoice Capture - custom invoice header and invoice line fields

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Posted on by Slyzden

Hello,

I don't have much experience with invoice capture solution. I have installed it and gave access to customer to try it out. However, they would like for me to add some fields which are not included in Invoice Header or Invoice Lines (for example, in invoice lines, they do not use /Item number/ but some other field, since it is a service). These fields do already exist in Finance and Operations. Is this possible to do? The fields I am looking for are not fields which you can find in /Manage visible field/.

Thanks.

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Judy Microsoft Employee on at

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Hi, please refer to the MS document about how to use custom fields in the Invoice capture solution.

Invoice capture custom fields - Finance | Dynamics 365 | Microsoft Learn

Hope it helps.

Best Regards,

Judy

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