Invoice Template Review and Configuration
Importing an Invoice Template
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”