title | description | author | ms.author | ms.topic | ms.date | ms.custom | ms.reviewer | audience | ms.search.region | ms.search.validFrom | ms.search.form | ms.dyn365.ops.version |
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Create a free text invoice template |
This procedure demonstrates how to create a free text invoice template, including a step-by-step process that details creating a template. |
twheeloc |
shpandey |
article |
02/15/2022 |
twheeloc |
Application User |
Global |
2016-06-30 |
AX 7.0.0 |
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For this walkthrough, use the USMF demo company. This procedure is intended for the user who is responsible for managing and processing A/R invoices.
- Go to Accounts receivable > Invoices > Recurring invoices > Free text invoice templates.
- Use this page to create free text invoice templates that can include invoice lines, charges, an accounting distribution template, and ledger account information.
- Click New to create a new free text invoice template.
- In the Template name field, type a value.
- ‘Template name’ uniquely identifies a free text invoice template. No two templates can have the same ‘Template name’.
- In the Description field, enter a description of the template.
- Expand the Invoice lines tab.
- In the Description field, enter a description of the invoice line.
- In the Main account field, select a revenue account.
- You can select the offset transaction account of a customer credit for the total invoice amount in the Customer posting profiles page.
- In the Sales tax group field, click the drop-down button to open the lookup.
- The sales tax group for the current invoice line is the default sales tax group for the customer account.
- In the list, click the link in the selected row.
- In the Item tax group field, select the item sales tax group for the current invoice line.
- In the list, click the link in the selected row.
- In the Unit price field, enter or view the price per unit for the invoice line
- This amount is multiplied by the Quantity field to determine the invoice line amount.
- Add a new line to free text invoice template.
- In the Description field, enter a description of the invoice line.
- In the Main account field, select a revenue account.
- You can select the offset transaction account of a customer credit for the total invoice amount in the Customer posting profiles page.
- In the Sales tax group field, click the drop-down button to open the lookup.
- The sales tax group for the current invoice line is the default sales tax group for the customer account.
- In the list, click the link in the selected row.
- In the Item sales tax group field, click the drop-down button to open the lookup.
- The item sales tax group for the current invoice line.
- In the list, click the link in the selected row.
- Enter or view the number of units for the invoice line.
- This number is multiplied by the value in the Unit price field to determine the invoice line amount.
- Enter or view the price per unit for the invoice line.
- This amount is multiplied by the value in the Quantity field to determine the invoice line amount.
- View and modify the accounting distributions for an individual line and any child lines.
- Accounting distributions define how an amount will be accounted for, such as how the revenue, tax, or charges will be accounted for on a free text invoice.
- Update the accounting distributions for the selected invoice line.
- Click Close.
You can also save an existing free text invoice as a template. When you select Save to template from the Invoice tab, provide a name and a description for the template. If a template with the name already exists, you will see a notification that a template with that name already exists. You can still click on Ok to replace it.
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