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Answered

Save sales invoices as individual pdfs

Posted on by 15

When creating sales invoices in GP, is there a way to save each invoice as an individual pdf? The invoices automatically get sent as individual pdfs to our customer's emails, but is there also a way to have these pdfs save to a local file on our drive. I know how to save all of the invoices in a single document through GP, but would like each invoice to be separate.

Thanks in advance.

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  • Beat Bucher  GP Geek  GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Save sales invoices as individual pdfs

    Hi,

    I know this sounds cumbersome, but couldn't your re-print all the invoices once they have been e-mailed out thru a batch process and send them to a PDF output ?

    I agree that a simple checkbox in GP to give the option to save an additional copy in PDF on disk would be nice when e-mailing them to customers.

  • tsw2 Profile Picture
    tsw2 15 on at
    RE: Save sales invoices as individual pdfs

    I am not interested in a 3rd party solution at the moment, but other users who stumble across this may be, so thank you!

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    RE: Save sales invoices as individual pdfs

    Not sure if you're interested in a 3rd party solution to this. If so, our GP Reports Viewer product, has a new 'mass file' feature that can do this. It would require recreating your invoice report as a Crystal or SSRS report, which may have some other advantages anyway if you have a modified/customized invoice report. - 

    - Victoria Yudin

  • tsw2 Profile Picture
    tsw2 15 on at
    RE: Save sales invoices as individual pdfs

    Darn, well thank you for the response!

  • Verified answer
    Lucas Reuss Profile Picture
    Lucas Reuss on at
    RE: Save sales invoices as individual pdfs

    Hello and Thank you for your Post!

    Unfortunately, we currently do not have a built in way to automatically print and save a copy of the SOP Invoices to PDF.  I will leave the post up for the Dynamics GP Community to post on though, as there might be a third party product or customization out there that would potentially perform something like this.

    Thank you,

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