We're all probably receiving invoices from various providers and vendors in our email inbox on a regular basis. Have you ever checked the document properties of the attached PDF documents? You might have seen something like this: However, when you print an invoice from D365FO […]
We’ve been getting the question "How to show charges on the printed invoices" quite often, and in this article we will explain how this can be done using Electronic Reporting. Assume that we need to summarize all invoice line and header charges grouped by type […]
In the standard D365FO Electronic Reporting (ER) report for Sales Invoice, line charges are given as a summary value, but it is a common requirement to print the detailed line charges specification. This article will guide you through the steps you need to perform to […]
In the previous article, we explained a utility class that helps you generate SSRS and Docentric reports from X++ in memory instead of distributing them to a print destination such as Email or File. Using the same helper class, DocSrsReportGenerator, we will now demonstrate how […]
In Dynamics 365 for Finance and Operations you can automatically generate and email invoices to your customers. What if there is a demand to secure the emailed invoices with passwords, for example the customer VAT number? D365FO doesn’t offer such a possibility OOTB, but fortunately […]
UPDATE TO THIS ARTICLE From Docentric version 3.4.3, saving reports to configurable Azure file shares is supported. You can mount an Azure file share as a network drive and this way enable routing from D365FO in the cloud to your local network. Docentric introduces a […]
You can print particular reports such as invoices and collection letters to Attachments of the corresponding journals only by using the e-Invoice attachment option settable on the customer card in Dynamics 365 for Finance and Operations. But what if you want to save an invoice […]
In the previous article, Are you ready to collect more of your money?, we described how we can improve the dunning process, but now we want to focus on the technical part. The article shows you how you can add the functionality of printing and […]
Microsoft Dynamics 365 for Finance and Operations offers a robust credit and collections management functionality that enables you to manage the entire collection process – right from generating customer account statements, to being informed of balances as and when due, getting notifications on when collection […]
Dynamics 365 for Finance and Operations enables sending automated emails with printed business documents such as invoices, orders and statements to our customers and vendors. It is very important that these emails don’t end up in their spam folders. There are some general recommendations we […]
Tags: D365FO, Full Edition, Invoice, PDF, Placeholders 