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Free Text Invoices in D365: Why Sometimes You Just Need a Little Flexibility!

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Dynamics 365 Finance

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Oct 21, 2024

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Text

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AI Summary

  • Free Text Invoices in Dynamics 365 Finance & Operations allow for billing services or special charges not tied to a product
  • Reasons for using Free Text Invoices include billing for service charges, quick billing for one-time transactions, and simplicity in billing
  • Features of Free Text Invoices include description flexibility, tax calculation options, payment terms, currency flexibility, and customer-specific charges
  • Free Text Invoices are ideal for non-physical services, while regular invoices are best for tangible products
  • Free Text Invoices do not impact inventory levels, making them efficient for one-time services
  • Record keeping and reporting benefits of using Free Text Invoices to differentiate service-based revenue from product sales
  • Step-by-step guide to creating a Free Text Invoice in D365 F&O includes selecting a customer, entering a description, adding amount and taxes, and posting the invoice
  • Best practices for using Free Text Invoices include clear descriptions, correct tax application, tracking one-time revenue separately, and setting up approval workflows

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