How to Modify an Invoice in Microsoft Word for Microsoft Dynamics 365 Business Central

Are you looking for a way to customize your invoices using Microsoft Dynamics 365 Business Central? With the ability to modify invoice templates directly in Microsoft Word, you can easily add or remove fields and sections to suit your business needs. In this article, we will show you how to modify an invoice format to include a 'Shipment Date' field.

To begin, navigate to the Report Layout Selection window by searching for 'Report Layout Selection' using the global search function. Select the new layout as the selected layout if you want it to print that one by default. Save and close the Word file, then go back to Dynamics 365 Business Central and select Process > Import Layout.

Next, browse to your Word file and select the source for the report (in this example, Standard_sales_invoice/1306). Drag and drop the field you would like to add to the report from the header field list on the left. Make sure that the Field List is enabled on the developer tab in your Word program.

Open your Word file to modify the invoice. To do this, go to Process > Export Layout and save the layout as a Word file. Now you can add or remove fields and sections as needed. For example, I have added the Shipment Date field to my invoice by dragging and dropping it from the header field list.

Once you have finished customizing your invoice template, click OK and modify the description so that you know which one you are working on. With Microsoft Dynamics 365 Business Central, you don't need a developer to help with this process. By using Microsoft Word as an interface, you get the options and flexibility needed without having to learn complex coding.

For more helpful tips and tricks using Microsoft Dynamics 365 Business Central, check out our great selection of blog posts.

Invoice microsoft word