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Finance | Project Operations, Human Resources, ...
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free text invoice

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what is importance of free text invoice and how to configure

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  • Suggested answer
    Ramit Paul Profile Picture
    22,803 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
    Microsoft Employee 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.

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