web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Save sales invoices as individual pdfs

(1) ShareShare
ReportReport
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.

Categories:
I have the same question (0)
  • Beat Bucher  GP Geek  GPUG All Star Profile Picture
    28,058 Moderator 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
    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
    22,768 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
    15 on at
    RE: Save sales invoices as individual pdfs

    Darn, well thank you for the response!

  • Verified answer
    Lucas Reuss Profile Picture
    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,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Sohaib Cheema Profile Picture

Sohaib Cheema 665 User Group Leader

#2
Martin Dráb Profile Picture

Martin Dráb 595 Most Valuable Professional

#3
Yng Lih Profile Picture

Yng Lih 558

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans