Can you copy Posted Sales Invoices?

(0) Share

Report

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.

Categories:

Dynamics 365 Business Central

I have the same question (3)

All responses (5)

Answers (1)

Suggested answer

Renato Fajdiga 1,855 on at

Like (0)

Report
Copy link

Link copied!

Hi,

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

Was this reply helpful? Yes No
LindaJ 72 on at

Like (0)

Report
Copy link

Link copied!

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?

Was this reply helpful? Yes No
Suggested answer

Renato Fajdiga 1,855 on at

Like (0)

Report
Copy link

Link copied!

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) ?

Was this reply helpful? Yes No
Suggested answer

Marco Mels Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Verified answer

LindaJ 72 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No