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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Sales invoices generat...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Sales invoices generation in Fo

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Posted on by Deepak Sharma 92
Hi Everyone 
 
We want to modify our sales invoices format(FTI’s and project invoices) so that we could add our bank details, tax information,quantity and units in a proper way on our invoices. Currently we are generating standard invoices. How we can add these details on our invoices?
 
Thanks
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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,730 Super User 2026 Season 1 on at
    Hi Deepak,
     
    There are several options to achieve your requirement. Some information can be entered on the Legal entity which can be printed on the standard layout, but this does not solve all your requirements.
    Usually, the invoice layout will be customized, or you can use business documents or a third-party output management ISV.

    Business documents: Business document management overview - Finance & Operations | Dynamics 365 | Microsoft Learn
  • Suggested answer
    Zain Mehmood Profile Picture
    Zain Mehmood 4,189 Most Valuable Professional on at

    Hi,

    You can achieve this either by:

    Customizing the SSRS report (Sales or Project invoice) and assigning it via Print Management or Using Electronic Reporting (ER) to create a configurable invoice format without code.

    Hope this helps!

    Warm Regards,

    Zain 

     

     

     

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