web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

free text invoice

(0) ShareShare
ReportReport
Posted on by

what is importance of free text invoice and how to configure

I have the same question (0)
  • Suggested answer
    Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at

    HI,

    Free text invoice is like an invoice without sales order, here you can use only ledger account like revenue, fixed asset etc.

    You dont need to configure anything, just you need to create number sequence and to AR parameter.

    Check this MS document docs.microsoft.com/.../create-free-text-invoice-new

  • Suggested answer
    SREEPRIYA KOLAGANI Profile Picture
    on at

    Hi There,

    As Ramit mentioned FTI is for service invoices and where there is no involvement of inventory. Setup / configurations remains same like you work with Sales orders apart from FTI number sequence in parameters. 

    Apart from the document shared here is the further information which explains how to create and use Free text invoice template 

    Create a free text invoice template - Finance | Dynamics 365 | Microsoft Docs

    If anything goes wrong, here is the information how to correct it through correct free text invoice functionality.

    Correct a free text invoice - Finance | Dynamics 365 | Microsoft Docs

    Hope this provides more insight about FTI and its functionality.

    Thanks,

    Sreepriya.

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

    Note: This post is my own opinion and does not necessarily reflect the opinion or view of my company.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 611 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 529 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 285 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans