Work 365

Invoicing

371 views July 11, 2018 February 28, 2019 0

Importing an Invoice Template

Pre-requisites 

Please have the Invoice template (w365-invoice-template.docx) saved somewhere on the disk. The template can be downloaded from here (//TODO)

The template has some placeholders; which can be filled in as well.   

Importing the Template 

  • Go to Dynamics 365 Navigation menu -> Settings -> Templates.  
  • Select “Document Templates” from the available list of templates.  
  • Select the “Upload Template” option from the top ribbon. 
  • Browse and upload the template saved as part of the prerequisites.  
  • Please ensure the upload was successful.

Please watch the following video on “How to Import Invoice Template”

   

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