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Transaction page · Accounts receivable

All free text invoices

The list page of free text invoices, from which new free text invoices are created and managed.

Used by
Accounts receivable clerk, Accounts receivable manager, Auditor and 11 more roles
Business process
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Menu item
CustFreeInvoiceListPage
Main table
CustInvoiceTable
Data entity
FreeTextInvoiceEntity
Setup steps
—
Show what matters for

Everyone

1What it is and why

What it isThe list page of free text invoices, from which new free text invoices are created and managed.
What you do hereSelect New to create a free text invoice for a customer, enter lines with main accounts, sales tax and charges, and post it; invoices can also be created from a template.
ExampleCreating a free text invoice in demo company USMF: select New, choose the customer account, enter a description and main account, add a charge, review totals and post.
All free text invoices page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathAccounts receivable › Invoices › All free text invoices
Set up firstAll customers Microsoft Learn ↗Customer posting profiles Microsoft Learn ↗
Used next by—
Related pagesFree text invoice templates Microsoft Learn ↗Optimized free text invoices Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to Accounts receivable > Invoices > All free text invoices.
  2. Select New.
  3. In the Customer account field, select the customer.
  4. On the line, enter a Description and select the Main account.
  5. On the Line details FastTab, open the Financial dimensions line tab to add dimensions.
  6. Optionally enter a Quantity and Unit price; the amount is calculated from them.
  7. Select Sales tax to review the calculated tax, and then select OK.
  8. Select Charges to add any charges, entering the Charges code and Charges value.
  9. Select Totals to review the invoice, and then select Close.
  10. Select Post, choose the print and posting options, and then select OK.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Customer accountThe customer being invoiced; by default it's also the invoice account.Microsoft Learn ↗——
Main accountThe ledger account the invoice line is posted to.Microsoft Learn ↗——
QuantityOptional number of units; multiplied by the unit price to give the amount.Microsoft Learn ↗——
Sales tax groupFilled in from the customer, or from the main account if the customer has none.Microsoft Learn ↗——
Charges codeThe charge to add to the invoice, such as freight.Microsoft Learn ↗——
Credit limit typeHow the customer's credit limit is checked before the invoice is posted.Microsoft Learn ↗——

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterThe Stop posting of free text invoices on first error parameter decides whether one failing invoice stops the whole posting run or is skipped while the rest are posted. Microsoft Learn ↗

Technical architect

6Technical

Menu itemCustFreeInvoiceListPage Checked in Dynamics 365
FormCustFreeInvoice Checked in Dynamics 365
TableCustInvoiceTableShown as “Customer free text invoice” in Record infoChecked in Dynamics 365
Data entitiesFreeTextInvoiceEntityCustomer free text invoice Microsoft data model ↗FreeTextInvoiceHeaderEntityCustomer free text invoice Microsoft data model ↗
Who can open itPrivilegesView customer free text invoice list page CustFreeInvoiceListPageViewMaintain free text invoices CustFreeInvoiceMaintainView customer free text invoice CustFreeInvoiceViewDutiesCash flow position details drill down CashflowPositionDetailsDrillDownReview collections process performance CollectionLetterCollectionProcPerfRevieInquire into collections status CollectionLetterCollectionsStatusInquirMaintain collections transactions CollectionLetterCollectionsTransMaintaiInquire into customer invoice status CustInvoiceCustomerInvoiceStatusInquireMaintain customer invoice transactions CustInvoiceCustomerInvoiceTransMaintainReview invoice and cash process performance CustInvoiceInvoiceAndCashProcPerfReview
14 security rolesAuditor AuditPolicyManagerCollections agent CollectionLetterCollectionsAgentCollections manager CollectionLetterCollectionsManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerkTreasurer PaymTreasurer
Checked in Dynamics 365
Actions on the pageInvoice: New, Details, Related information, Document, Functions, Deductions, Print managementAccounting: AccountingButtons: Post, Totals, Charges, Sales tax, Notes and attachmentsChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=CustFreeInvoiceListPage
Integrate withFreeTextInvoiceEntity data entity Microsoft data model ↗
Table definitionCustInvoiceTable columns and relations Microsoft data model ↗

Everyone

8Sources and checks