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Setup page · Accounts receivable

Free text invoice templates

The page where reusable free text invoice templates are maintained.

Used by
Accounts receivable clerk, Accounts receivable manager, Collections agent and 8 more roles
Business process
Generate recurring free text invoices in Dynamics 365 Finance
Menu item
CustInvoiceTemplate
Main table
CustInvoiceTemplate
Data entity
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Setup steps
1 on this page
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Everyone

1What it is and why

What it isThe page where reusable free text invoice templates are maintained.
What you do hereUsed to create free text invoice templates with invoice lines, charges, an accounting distribution template and ledger account information.
ExampleAn existing free text invoice can be saved as a template with Save to template on the Invoice tab, entering a name and description.
Free text invoice templates 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 processManage accounts receivable › Issue sales invoices › Generate recurring free text invoices in Dynamics 365 Finance
Menu pathAccounts receivable › Invoices › Recurring invoices › Free text invoice templates
Set up first—
Used next byRecurring invoices on the customer Microsoft Learn ↗Generate recurring invoices Microsoft Learn ↗
Related pagesAll free text invoices Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Free text invoice templates5 screens

Stores reusable free text invoice definitions, including lines, charges and accounting distributions, that are assigned to customers to generate recurring invoices.

  1. Screen 1

    Create the free text invoice template

    Go to Accounts receivable > Invoices > Recurring invoices > Free text invoice templates

    1. Select New and enter BEAT-SERVI as the template, with a description
    2. On the General FastTab, set the posting profile
    3. On the Payment FastTab, set the currency and terms of payment
    4. On the Invoice lines FastTab, select Add and enter the main account, quantity and unit price
    1Posting profileBEAT
    2Terms of paymentNET30
    DescriptionBEAT synthetic service 300 USD NET30
    CurrencyUSD
    Main account410100
    Quantity1.00
    Unit price300.00
    Create the free text invoice template (zoomed on the outlined fields)
    Show the full screenCreate the free text invoice template
    page title tab to open what to set or check

  2. Screen 2

    Check the posted invoice

    Go to Free text invoice BEAT-000004, Lines tab

    1. Open free text invoice BEAT-000004
    2. Review the header and the Invoice lines FastTab

    Check Invoice BEAT-000004 for customer BEAT-000001 shows currency USD, accounting status Completed, terms NET30, date 10/7/2026, and one line of 1 x 300.00 = 300.00 USD to main account 410100.

    Check the posted invoice
    page title tab to open what to set or check

  3. Screen 3

    Check the invoice settlement

    Go to Customer transactions > View settlements

    1. Open the customer's transactions
    2. Select the credit voucher BEAT-40000004 and open View settlements

    Check Credit voucher BEAT-40000004 (-300.00) and invoice voucher BEAT-30000003 (300.00 USD) are each settled 300.00, with settlement and closed dates of 10/7/2026 and a balance of 0.00.

    Check the invoice settlement (zoomed on the outlined fields)
    Show the full screenCheck the invoice settlement
    page title tab to open what to set or check

  4. Screen 4

    Check the ledger vouchers

    Go to General ledger > Inquiries and reports > Voucher transactions

    1. In the Inquiry dialog, set Voucher to BEAT-30000003,BEAT-40000004 and select OK
    2. Review the four lines on the Overview tab

    Check Invoice voucher BEAT-30000003 (document BEAT-000004) posts 120100 +300.00 and 410100 -300.00 USD; credit note voucher BEAT-40000004 (document BEAT-000005) posts the exact opposite: 120100 -300.00 and 410100 +300.00 USD.

    Check the ledger vouchers (zoomed on the outlined fields)
    Show the full screenCheck the ledger vouchers
    page title tab to open what to set or check

  5. Screen 5

    Check the second posted invoice

    Go to Free text invoice BEAT-000006, Lines tab

    1. Open free text invoice BEAT-000006
    2. Review the header and the Invoice lines FastTab

    Check Invoice BEAT-000006 for customer BEAT-000001 is dated 10/7/2026, due 11/6/2026, with accounting status Completed, terms NET30, and one line of 1 x 100.00 = 100.00 USD to main account 410100.

    Check the second posted invoice (zoomed on the outlined fields)
    Show the full screenCheck the second posted invoice
    page title tab to open what to set or check

Microsoft's steps

  1. Go to Accounts receivable > Invoices > Recurring invoices > Free text invoice templates.
  2. Select New.
  3. In the Template name field, enter a unique name, and enter a Description.
  4. Expand the Invoice lines tab and enter a Description for the line.
  5. In the Main account field, select a revenue account.
  6. Select the Sales tax group and Item sales tax group for the line.
  7. Enter the Quantity and Unit price.
  8. Add more lines as needed and review the accounting distributions for each line.
  9. Select Close.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
Template nameA unique name that identifies the template.Microsoft Learn ↗—TemplateName
Main accountThe revenue account for the template line.Microsoft Learn ↗410100—
Sales tax groupThe sales tax group for the line; it defaults from the customer account.Microsoft Learn ↗——
Unit pricePrice per unit, multiplied by the quantity to give the line amount.Microsoft Learn ↗300.00—
Description—BEAT synthetic service 300 USD NET30—
Posting profile—BEATPostingProfile
Currency—USD—
Terms of payment—NET30—
Quantity—1.00—

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Free text invoice templates——

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 laterWhen generating recurring invoices, defaults such as payment terms and tax groups come from either the template or the customer account, as chosen on the customer's recurring invoice setup. Microsoft Learn ↗

Technical architect

6Technical

Menu itemCustInvoiceTemplate Checked in Dynamics 365
FormCustInvoiceTemplate Checked in Dynamics 365
TableCustInvoiceTemplateShown as “Free text invoice template” in Record infoChecked in Dynamics 365
Data entities—
Who can open itPrivilegesMaintain customer invoice template CustInvoiceTemplateMaintainView a list of invoices that were generated for this customer and the template that was used CustInvoiceTemplateViewDutiesInquire into customer invoice status CustInvoiceCustomerInvoiceStatusInquireMaintain customer invoice transactions CustInvoiceCustomerInvoiceTransMaintain
11 security rolesCollections agent CollectionLetterCollectionsAgentCollections manager CollectionLetterCollectionsManagerChief financial officer CompanyChiefFinancialOfficerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerk
Checked in Dynamics 365
Actions on the pageButtons: Copy, Charges, Assigned customersChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=CustInvoiceTemplate
Integrate with—
Table definitionCustInvoiceTemplate columns and relations Microsoft data model ↗

Everyone

8Sources and checks