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 :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Creating just an invoice
Microsoft Dynamics CRM (Archived)

Creating just an invoice

(0) ShareShare
ReportReport
Posted on by JALevair 280

I just want to create an invoice, can I do so, do I have to have a product list then do a quote then do an order, then do an invoice?

We are not a retail industry.  I just want to be able to invoice fees and commissions and both of these values are variables - different each time we need to produce an invoice.  

Thank you,

*This post is locked for comments

I have the same question (0)
  • JALevair Profile Picture
    JALevair 280 on at
    RE: Creating just an invoice

    Resolved!

    Save the invoice, then the navigation pane is no longer greyed out and I can enter a write in product.

    Thanks!

  • JALevair Profile Picture
    JALevair 280 on at
    RE: Creating just an invoice

    Thank you, this makes good sense to me, but, the left navigation is grayed out.

    JL

  • jlattimer Profile Picture
    jlattimer 24,562 on at
    RE: Creating just an invoice

    These values come from adding line items - if you look in the left navigation - hopefully you will see a link named Products. Clicking this will bring up a grid of line items, you can click into the grid and from the ribbon select Add New Invoice Product. This screen is where you can pick an existing product from the catalog or create a write in. When you save the line item - it will update the read-only fields on the Invoice form - after refreshing or hitting the Recalculate button at the top.

  • JALevair Profile Picture
    JALevair 280 on at
    RE: Creating just an invoice

    Thank you,  my hold up is that when I made the custom invoice I can populate figures into the detail amount, tax and total amount.  They are greyed out.

    I created "new" fields, but this did not work either for populating amounts after I published the new form.

    JL

  • Suggested answer
    jlattimer Profile Picture
    jlattimer 24,562 on at
    RE: Creating just an invoice

    There isn't anything forcing you to go through the process of Quote to Order to Invoice. You can create just an Invoice is needed.

    If you want to itemize things that are pre-defined (like products or services) you'll need to use the product catalog. If lines are more ad-hoc you can create "write-in" products and manually enter information.

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

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

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

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Aric Levin - MVP Profile Picture

Aric Levin - MVP 2 Moderator

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#3
MA-04060624-0 Profile Picture

MA-04060624-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans