Printing multiple invoices in Dynamics 365 Finance & Operations (D365FO) just got easier. Whether you need to reprint a few invoices or send hundreds to a different print destination, you can now do it directly from the Customer invoice journal and Project invoice journal forms […]
Starting with Docentric AX version 3.5.0, you can now print reports directly from common journal forms (such as the Customer invoice journal and Project invoice journals) even without using Dynamics 365 Finance and Operations (D365FO) Print Management. This article shows how to do that with […]
An industrial tools supplier got feedback from customers that their invoices were too plain. The documents looked basic and didn’t include helpful product details. Customers wanted more than just a price list. They wanted to see the products they ordered and get a short info […]
You're sending an invoice to a customer in Germany, another to a customer in France, and a third to a customer in the United States. Each customer expects to receive an invoice with Terms and Conditions written in their own language. To meet legal requirements […]
Finance agents (previously known as Copilot for Finance) are Microsoft’s AI-powered assistants designed to help with financial operations directly within Excel and Outlook to: Excel: Reconcile and match financial data. Outlook: Draft clear, personalized emails and seamlessly attach outstanding invoices or account statements. In this […]
With D365FO ver. 10.0.41 Microsoft introduced support for Customer prepayment invoice as a preview feature. It is implemented as an ER report, meaning that when a report is triggered from the Prepayment invoice form, it invokes an ER format configuration, which in turn invokes the […]
I recently got a question about how to send a Sales Invoice, Sales Confirmation, and Sales Packing Slip all in one email. At first, I thought it might require changing some code, but a colleague shared an easier way to do it, and it worked […]
Invoices and emailing go hand in hand for the majority of companies using D365FO. They set up batch job for posting and printing invoices, configure the Print management as Email print destination and voila! Every invoice is e-mailed to the matching customer. But sometimes that's […]
In Dynamics 365 for Finance and Operations (D365FO), the standard Customer account statement report summarizes financial transactions for a customer over a specified period, providing a clear overview of the outstanding balance, payments, credits, and recent transactions to ensure transparency and facilitate timely payments. Usually, […]
The User defined project invoice report (technical name: PSAManageInvoice.Report) is a standard report available in the Project management and accounting module of D365FO. It is similar to Project invoice without billing rules (technical name: PSAProjInvoice.Report) in terms of preparing the data for the invoice before […]
Tags: D365FO, Free Edition, Invoice, Print destinations, Print management 