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Invoices in Business Central

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Overview

An invoice is a crucial document for billing. It summarizes the details of a sale or purchase, including the customer/ vendor information, itemised list of products or services, quantities, prices, taxes, and any applicable discounts. You can also include payment terms and due dates on the invoice.

Invoicing in Business Central can be handled directly from an order, or by creating a new invoice document and using the ‘get receipt/ shipment lines’ function. This allows a user to invoice multiple receipts from a vendor in one invoice document.

Invoicing with Purchasing in Dynamics 365 Business Central

When posting a purchase order, you have the option to ‘invoice’ as a standalone action, ‘receipt’ or ‘invoice and receipt’ the goods/services simultaneously:

If you choose to receive and invoice the goods, then the purchase invoice will be created automatically from the purchase order document and posted in the system:

Alternatively, the ‘get receipt lines’ function can allow you to create a purchase invoice as a standalone document and invoice multiple purchase orders for a particular vendor at the same time:

Invoicing with Sales in Dynamics 365 Business Central

When posting a sales order, you have the option to ‘invoice’ as a standalone action, ‘ship or ‘invoice and ship the goods/services simultaneously:

If you choose to ship and invoice the goods, then the sales invoice will be created automatically from the sales order document and posted in the system:

Alternatively, the ‘get shipment lines’ function can allow you to create a sales invoice as a standalone document and invoice multiple sales orders for a particular customer at the same time: