Editing sales invoice

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Posted on by fouad alshrif

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How would I edit the sales invoice template? By steps

Change the form and details of the invoice adding logo...

Thanks .

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André Arnaud de Cal... 300,982 Super User 2025 Season 2 on at

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Hi Fouad,

Can you elaborate? Do you want to modify a form (page), SSRS report or business document via Electronic Reporting?

If it is about the SSRS report, you can read the documentation here: docs.microsoft.com/.../custom-designs-business-docs

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fouad alshrif 185 on at

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Hi Andre.

Thank you for your interest
Can you tell me the difference between them ?
I want to change format of the invoice and I need to add some more details on it

Many Thanks.

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Martina123 on at

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Hi Fouad,

You'd better provide the screenshot of sales invoice template along with the navigation path to clarify your request.

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Rahul Mohta 21,032 on at

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you would need copy the SSRS report for sales invoice and then customize it and then use print management to use it

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fouad alshrif 185 on at

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Dear Rahul

thanks for your reply

Can you show me this in detail if possible

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André Arnaud de Cal... 300,982 Super User 2025 Season 2 on at

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Hi Fouad,

The difference between SSRS and the Business documents is that SSRS is a report developed in Visual Studio and Business documents can be configured. docs.microsoft.com/.../er-business-document-management

If you need details how to customize the SSRS report, then the link with details has been provided above already.

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fouad alshrif 185 on at

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Hi Martina

Thank you for your interest

this on FreeTextInvoice
I want it on the sales invoice how

thankes.

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fouad alshrif 185 on at

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Hi Andre

I followed this Link this on FreeTextInvoice

I want it on the sales invoice how ?

thankes.

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André Arnaud de Cal... 300,982 Super User 2025 Season 2 on at

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Hi Fouad,

The report name for the sales invoice is SalesInvoice. The steps are similar; the object names are different for the sales invoice.

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fouad alshrif 185 on at

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Good morning andre.

Do I Have To Apply Business Document Management I Must Do All The Existing Stages In Electronic Reporting (Er)

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/general-electronic-reporting

Thanks .

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