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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Invoice Templates
Microsoft Dynamics GP (Archived)

Invoice Templates

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Posted on by Manmeet Kaur

Hi,

Is their any procedure to add (invoice) templates in dynamics GP so user can populate the predefined fields of sales order transaction.

For Example

 For example, if a customer enter the order and transferred to invoice ,later posted it.
The order itself stays available. So the order can again be transferred to invoice without any additional data entry.

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  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Invoice Templates

    Have you looked at the Copy function under the Actions button in the Sales Transaction Entry window?  That allows you to copy any previous sales document into a new sales document.

  • Ian Grieve Profile Picture
    Ian Grieve 22,782 on at
    RE: templates
    Can you be a bit more specific? What type of record template?

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