Job page · Accounts receivable

Invoice

A periodic page for posting sales order invoices in a batch.

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Everyone

1What it is and why

What it is	A periodic page for posting sales order invoices in a batch.
What you do here	Select the orders to invoice and run the posting as a batch job, optionally with a recurrence, so sales order invoices are posted without manual work.
Example	Scheduling recurring invoice posting: open the page, choose Select, then Batch, set Batch processing to Yes and set the recurrence to Days.

Functional consultant · Solution architect

Business process	—
Menu path	Accounts receivable › Invoices › Batch invoicing › Invoice
Set up first	Packing slips posted for the sales order Microsoft Learn ↗
Used next by	Open customer invoices Microsoft Learn ↗
Related pages	Shipped but not invoiced sales orders Microsoft Learn ↗

End user · Functional consultant

Go to Accounts receivable > Invoices > Batch invoicing > Invoice.
Select Select to choose the sales orders to invoice, and then select OK.
Select Batch.
Set Batch processing to Yes.
Select Recurrence, choose how often to run, for example Days, and then select OK.
Select OK to schedule the batch job.

Field	What it means	Worked example	Table column
Quantity	Which quantities the invoice is based on, such as All, Picked or Packing slip.Microsoft Learn ↗	—	—
Posting	Turn on to post the invoice; turn off to print a pro forma document instead.Microsoft Learn ↗	—	—
Print invoice	Prints the invoice; turn off to post without printing.Microsoft Learn ↗	—	—
Print	Prints after each invoice is updated (Current) or after all invoices are updated (After).Microsoft Learn ↗	—	—
Check credit limit	What the credit limit check looks at: nothing, the balance, or the balance plus deliveries and open orders.Microsoft Learn ↗	—	—
Summary update for	How several sales orders are combined into invoices, for example by invoice account.Microsoft Learn ↗	—	—
Late selection	Runs the selection query when the batch job runs instead of now.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Technical architect

Menu item	`Action:SalesFormLetter_InvoiceMainMenuWrapper` Checked in Dynamics 365
Form	`SalesEditLines` Checked in Dynamics 365
Table	—
Data entities	—
Who can open it	—
Actions on the page	—

Developer

Open it directly	`https://<your-environment>/?mi=Action:SalesFormLetter_InvoiceMainMenuWrapper`
Integrate with	—
Table definition	—

Everyone