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Small and medium business | Business Central, N...

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Import external invoices into Sales Invoice of BC

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Posted on by JNewen

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Im just wondering if there's a feature or a way to upload an external invoice (in PDF form) into BC so it can automatically fetch the data off that PDF into a Sales Invoice?

We have a Project Management Office and when deliverables have been met, their PM platform sends us (Accounts Receivable) a PDF of the invoice to charge onto our client. From here, we manually copy and paste the services and cost into Business Central

Im just wondering if there's a faster way to automate the manual labour but still give us the opportunity to review before posting to our clients?

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Dynamics 365 Business Central

Dynamics 365 Business Central

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DAnny3211 11,417 Super User 2026 Season 1 on at

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hi

look this

learn.microsoft.com/.../across-how-use-ocr-pdf-images-files

o my blog contains an example of BC -AI Builder-Power automate integration

reading data from a photo, in the same way one could do with a pdf, again using an AI builder model

danieleincalza.blogspot.com/.../business-central-create-customer-with.html

check my answer if it helped you, thanks

DAniele

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