Can you copy Posted Sales Invoices?

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Posted on by LindaJ

Hi,

Is there a way to copy a posted sales invoice? I have monthly recurring invoices, but details can change slightly, I just need to be able to copy the main lines, and then edit as needed to save lots of manual entry each month.

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Dynamics 365 Business Central

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Renato Fajdiga 1,853 on at

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Hi,

yes you can copy posted sales invoice into new sales order, sales invoice with Copy document action

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LindaJ 70 on at

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Thank you for the advice, I followed instructions (as we do not use Sales Orders at the moment, just generate invoice), and I get an error message saying there is nothing to post, but when I check on preview, all seems correct?

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Renato Fajdiga 1,853 on at

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Hi,

I tried on my environment and this message I received only if the all lines on the Sales Invoice are 0, so you could check that. Also what type of lines you are using (items, g/l, resource or something else) ?

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Marco Mels on at

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Hello,

This does seem to work for me. Can you provide a few screenshot or repro steps so that we can have a look.

Thanks.

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LindaJ 70 on at

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Thanks guys realised the error, I needed to select ship & invoice, all posted now with no errors, thanks again

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