Invoice Archives

DynamicsCon 2021: Sign Your Invoices Digitally in Dynamics 365 With Docentric

Posted on March 26, 2021October 20, 2021 by Klemen Novak

Tags: Certificates, D365FO, Electronic signature, Full Edition, Invoice, Video

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By signing your documents with digital certificates, you will prevent tampering and comply with regulations. It doesn’t matter if you created your documents with Docentric or not – you can sign any SSRS or ER document too. Join our session and see the complete reporting […]

Create Project eInvoice with embedded and merged PDF Attachments

Posted on February 4, 2021November 5, 2021 by Miha Vuk

Tags: Attachments, D365FO, eInvoice, Electronic reporting, Free Edition, Invoice, PDF

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Let’s say that we want to send eInvoices from Dynamics 365 for Finance and Operations to our customers. In addition to the invoice data in XML, we also want to send along the invoice document in PDF format and some other related documents (e.g. specifications). […]

Print Management Preview

Posted on November 5, 2020November 6, 2023 by Jernej Valic

Tags: D365FO, Full Edition, Invoice, Print management, Video

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When previewing Print management reports such as Project invoice and Purchase order through Original preview and Copy preview on journals, the result are documents generated using the DEFAULT report design. This is simply because Original preview and Copy preview work without considering Print management setup. […]

Preview Project Invoices Using Print Management in D365FO

Posted on September 10, 2020October 31, 2022 by Jernej Valic

Tags: D365FO, Free Edition, Invoice, Print management

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You can print reports such as Project invoice using Print management when posting a sales order, or, when the document is already posted, from the invoice journal. What happens if there are multiple SSRS report designs (aka formats) for the same report? When printing using […]

Customize document properties of invoices generated as PDFs in D365FO

Posted on August 12, 2020August 13, 2020 by Ana Gligorijevic

Tags: D365FO, Full Edition, Invoice, PDF, Placeholders

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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 […]

Add Charges Grouped by Type to Sales Invoice using ER

Posted on August 8, 2020August 7, 2022 by Jernej Valic

Tags: Charges, D365FO, Electronic reporting, Invoice

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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 […]

Add Charges to Sales Invoice Lines through ER

Posted on July 17, 2020March 28, 2023 by Sanja Kolundzija

Tags: Charges, D365FO, Electronic reporting, Full Edition, Invoice

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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 […]

Send Sales and Project invoice in the single email in D365FO

Posted on July 13, 2020August 7, 2022 by Ana Gligorijevic

Tags: D365FO, DSP class, Emailing, Free Edition, Invoice

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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 […]

Email invoices secured with passwords in D365FO

Posted on June 29, 2020January 19, 2025 by Ana Gligorijevic

Tags: D365FO, Emailing, Full Edition, Invoice, PDF, PDF encryption, SSRS

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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 […]

Save PDF Documents from D365FO in Cloud to Local File System

Posted on June 14, 2020February 26, 2022 by Ana Gligorijevic

Tags: D365FO, DRA, Invoice, Print destinations

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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 […]