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Finance | Project Operations, Human Resources, ...
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Choosing correct integration method for sending invoices

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Hi,

If let's say the requirement is to send project invoices each month.

One way to do it, is to use recurring Integration, where it runs each month. And the filter on the data project is (MonthRange(0,0)).

Where then a third party pulls them and send them to the correct destination.

This is the best method to choose right?? Or is there a better way?

But what if they want in addition to that to be able to resend project Invocies? Or send some project invoices on the same day rather than wait for the end of the month.

One way to do it, is creating a button that takes the selected Invocies, creates a data project by code, export the entity and send the project invoices go azure blob. Where third party pulls them from azure blob and send them to the correct destination.

But this is a customized solution that is not supported by Microsoft. Is there a better way to do it??

  • Sukrut Parab Profile Picture
    Sukrut Parab 71,673 Moderator on at
    RE: Choosing correct integration method for sending invoices

    What's the criteria to send selected invoices? Doyou what to send PDF files of invoices or just the invoice data for a particular date or a month?

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 13,564 Super User 2025 Season 1 on at
    RE: Choosing correct integration method for sending invoices

    Hi Junior AX,

    Please elaborate about invoice format, do you want to generate e-invoice from D365FO and send the generated file to access point?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,187 Super User 2025 Season 1 on at
    RE: Choosing correct integration method for sending invoices

    Hi Junior AX,

    I wonder about the full picture here. Is the purpose of sending invoices directly to a customer or to a portal where customers can login and retrieve the invoice? Can you elaborate on the requirement and describe the full process?

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