Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Business Central forum / Setting invoice defaults
Business Central forum

Setting invoice defaults

(0) ShareShare
ReportReport
Posted on by PaulTerp

Hello - I feel like this should be an easy answer but I can't find it anywhere.

Is there a way to set a default invoice template? (one that I choose)  I know how to customize them in word, remap, etc etc.  But I want all my customers to have the same invoice.   (I know I can go into Document Layouts, then choose invoice and select the invoice for that specific customer).

I'd rather not go through every single customer though and manually choose a default invoice.  

Thanks!

Categories:
  • PaulTerp Profile Picture
    PaulTerp on at
    RE: Setting invoice defaults

    Thanks!  I can choose the report ID (ie. 1306 for sales invoice templates).  But I can't choose a specific template without getting an error (all templates give the same error.  Default templates as well as the one I created)

    "The field Email Body Layout Code of table Report Selections contains a value (1306-000002) that cannot be found in the related table (O365 HTML Template)."

  • MCarrero Profile Picture
    MCarrero 774 on at
    RE: Setting invoice defaults

    Hi Paul,

    Go to "report selection-sales".  Locate the usage "invoice" from the dropdown menu, then select the report ID

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Business Central forum

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans