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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Invoice Capture - Add ...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Invoice Capture - Add support for Credit Notes

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Posted on by SD-29081321-0 14
Hi,
 
I am looking to add support to invoice capture for credit note uploads. At the moment invoice capture uploads credit notes as invoices. Even if you upload with a negative value in the invoice file.
 
There is a parameter for this, however, upon switching it on it states you must add a mapping for the document title in the AI model.
 
I understand the basics of creating a custom AI model, however, I do not know how to add this mapping and get it working.
 
Does anyone know how to do this or have done it before?
Categories:
Power Platform integration
I have the same question (4)
  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 11,417 Super User 2026 Season 1 on at

    Hi,

     

    Thanks for your question. To enable proper support for credit notes in Invoice Capture, setting the "Support credit note" parameter to Yes is a good start, but as you've noted, it also requires mapping the Document title field in the AI Builder model.

     

    Here’s what you can do:

     

    • Update the AI Builder model: Go to the AI Builder model used for invoice processing and ensure that a field is mapped to represent the document type or title. This field should be able to distinguish between invoices and credit notes.

    • Map the field in System Preferences: In the Invoice Capture system preferences, locate the section for AI Builder Model field mappings and assign the appropriate model field to "Document title."

    • Train the model with examples: Include sample documents labeled clearly as credit notes during training so the model can learn to differentiate based on layout, keywords, or structure.

    • Validate the mapping: After mapping, test with a few credit note uploads to confirm that they are correctly identified and processed as credit notes, not invoices.


      •  
     

    This setup helps ensure that credit notes are handled appropriately and not misclassified during upload.

     

    Please verify if this response was helpful.

     

    Thanks and best regards,

    Daniele

    Note: This response was prepared with support from Copilot to ensure clarity and completeness.

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