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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Importing Batch Sales ...
Small and medium business | Business Central, N...
Suggested Answer

Importing Batch Sales Invoices

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Posted on by Andrew McCartney 15

Hi all,

I am currently trying to find ways of reducing the time it takes to raise and post sales invoices.

Could you tell me if it is possible to import a batch of sales invoices for different customers?

This would save a lot of time because many of the invoices that need to be raised are the same each month. It would only be the service period in the description that needed to be changed.

Many thanks

Andrew

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Andrew,

    I have done this for several customer by creating a RapidStart package that includes the Sales Header and Sales Lines, for the Invoice. I only include those field required. Other fields that fill in when other fields are populated I exclude. To understand which fields you need I normally check those field I normally enter on the Page of a Sales Invoice.

    pastedimage1619877619667v1.png pastedimage1619877642304v2.pngpastedimage1619877658077v3.png

    Remember, to make sure on the Sales Line to marry the lines to the Header Document Type = Invoice and Document No.. Also, make sure for each Sales Line you enter a Line No. and start with 10000 and increment by 1 digit for each additional Sales Line. Note that on the Sales Header Document Type = Invoice and No. should be the next Sales Invoice No. in the Number Series.

    Hope this helps.

    Thanks,

    Steve

  • Andrew McCartney Profile Picture
    Andrew McCartney 15 on at

    Hi Steve,

    Thank you for coming back to me.

    I work in finance and am not technical when it comes to this side of things.

    Is the RapidStart package that you referred to something that can be done by someone with little technical expertise?

    Many thanks

    Andrew

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Andrew,

    Yes, its is easy to both learn and process. Attached is my How-To RapidStart NAV. Read it an you can play in the Cronus Company as this was the one I used to create the handout.

    Hope this helps.

    Thanks,

    Steve

    RapidStart-How_2D00_To-NAV.docx

  • Andrew McCartney Profile Picture
    Andrew McCartney 15 on at

    Hi Steve,

    Apologies for the very delayed response!

    I am struggling to get the specific template for this that I can use to upload invoices.

    Are you able to help with the specifics for using a template that will allow me to batch upload sales invoices, please?

    Thanks

    Andrew

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,729 Super User 2025 Season 2 on at

    Hi, There is no fixed template, you just need to select the fields you need.

    pastedimage1646350292790v1.png

    pastedimage1646350314452v2.png

    pastedimage1646350332815v3.png

    pastedimage1646350347486v4.png

    pastedimage1646350367978v5.png

    More details: (Sorry only the BC version, basically the same usage.)

    https://yzhums.com/4286/

    https://yzhums.com/16530/

    Hope this will help.

    Thanks.

    ZHU

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Andrew,

    RapidStart uses an Excel import where you define the fields that you will populate and then Import and Apply. Do you follow?

    Thanks,

    Steve

  • Andrew McCartney Profile Picture
    Andrew McCartney 15 on at

    Hi Steve,

    I am still struggling with this. Do you do short sessions to go through this type of thing?

    Thanks

    Andrew

  • Andrew McCartney Profile Picture
    Andrew McCartney 15 on at

    Hi Zhu,

    Unfortunately I am still struggling with getting this to do what I want.

    Thanks

    Andrew

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,111 Moderator on at

    What kind of format do you have your sales order / invoice data in?

    Personally i am not a big fan of using configuration packages for imports that re recurring.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,729 Super User 2025 Season 2 on at

    Hi, just adding two more videos for Configuration Packages, hopefully this time gives you new tips.

    https://www.inecta.com/import-data-with-rapid-start-in-microsoft-dynamics-nav

    https://www.youtube.com/watch?v=XxK0SxE95_k

    Hope this helps as well.

    Thanks.

    ZHU

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