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 […]
Tag: Invoice (47)
Email D365FO Invoices and Statements with Finance Agents in Outlook
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 […]
Send Customer Account Statements with Open Invoices in D365FO
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, […]
Post and Print Project Invoices in D365FO
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 […]