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Dynamics 365 Community / Forums / Business Central forum / Sync Invoices raised o...
Business Central forum

Sync Invoices raised on CRM to Financials

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Posted on by Community Member

Hi

Trying to sync invoices raised on CRM to Financials but I'm unable to do so.

Customers sync as intended

Thank you in advance

Decio

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  • Verified answer
    Chris Bulson Profile Picture
    Chris Bulson Microsoft Employee on at

    Hello,

    Only Sales Orders sync from CRM back into Financials.  Sales Invoices will sync back over to CRM to update the order status.

    Sales Order

    Sales Order

    From CRM to Financials; orders may originate in CRM. These are written across to Financials.

    Sales Invoice

    Posted Sales Invoice

    From Financials to CRM; orders that originated in CRM may be invoiced and posted in Financials. That will update the order status in CRM as well as send the historical (posted) invoice across from Financials to CRM.

    Thanks,

    Chris

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