🧾 How to Create a Sales Invoice in Business Central

📌 Prerequisites

Before proceeding, ensure you have:

• Access to Microsoft Dynamics 365 Business Central.

• Necessary permissions to create and post sales invoices.

Note: Business Central environments can vary based on customisations and configurations. If you encounter discrepancies or lack certain permissions, consult your system administrator.

📝 Step-by-Step Guide: Create a Sales Invoice in Business Central

1. Navigate to Sales Invoices

• In Business Central, use the Tell Me feature (magnifying glass icon) and type Sales Invoices.

• Select the Sales Invoices link from the search results.​

2. Create a New Invoice

• On the Sales Invoices page, click + New to initiate a new invoice.​

3. Enter Customer Information

• In the Customer Name field, select an existing customer.

• If the customer is new:

  • Enter the customer's name.

  • A prompt will appear to register the new customer. Choose OK.

  • Select a customer template and fill in the necessary details.​

4. Add Invoice Lines

• In the Lines section:

  • Type: Choose the type of item (e.g., Item, Resource, G/L Account).

  • No.: Select the specific item or resource.

  • Quantity: Enter the number of units.

  • Unit Price: The price per unit will populate based on the item setup.

  • Line Discount %: If applicable, enter any discounts.

Tip: If you've set up recurring sales lines for the customer, you can add them by selecting Get Recurring Sales Lines.

5. Review Totals and Discounts

• At the bottom of the invoice, review the Total Excl. Tax, Total Tax, and Total Incl. Tax fields.

• If invoice discounts are applicable, ensure the Invoice Discount % and Invoice Discount Amount fields reflect the correct values.​

6. Post and Send the Invoice

• Once all details are verified:

  • Click Post and Send.

  • In the dialog box, confirm the customer's preferred method of receiving documents (e.g., email).

  • The invoice will be posted, and a PDF version will be sent to the customer.​

🔄 After Posting the Invoice

• The invoice moves from the Sales Invoices list to the Posted Sales Invoices list.

• You can view, print, or resend the posted invoice as needed.

• To record payments, navigate to the Customer Ledger Entries and apply the payment to the corresponding invoice.​

And that's it. You've created a sales invoice within Business Central!

Disclaimer: The steps outlined above are based on the standard configuration of Microsoft Dynamics 365 Business Central. Customisations or specific company setups may result in variations. Always consult your system administrator for guidance tailored to your organisation's environment.

For additional assistance with navigating Business Central, please visit our contact us page.

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