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Download multiple customer invoices

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Posted on by CU30091825-0

Hi,

I got a request from the users to download multiple invoices in one go to reduce manual work and save time. We don't have an archiving system or a Sharepoint connected to D365 F&O that the invoices are saved to automatically. Right now what they do is, at the end of each month (or more) a user goes to Accounts Receivable > Inquiries and reports > Invoices > Invoice journal to have all the invoices (free text invoices, open customer invoices, closed customer invoices, etc.) in one place and starts previewing and downloading as PDF one by one, which is of course very time consuming, in order to archive them properly.

I tried to configure the print management to download a PDF file instead of viewing on screen, but when I was testing, I got a very strange behavior, when selecting for example 20 invoices, only 10 are downloaded, and the pattern is that the system downloads one invoice and skips the following one. (i.e. invoice numbers 1,2,3,4,5,6 are selected, only 1,3,5 are downloaded)

So, did anyone encounter this behavior? is there a fix for it?

Otherwise, any suggestion on how to achieve this? would be perfect to download them all at once or in a zip file or even in an email (all in one email not each in a separate email).

Thanks in advance!

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Dynamics 365 Finance

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Adis Super User 2025 Season 1 on at

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Download multiple customer invoices

Hi,

I would do 2 things to achieve your requirement, however, details need to be discussed\tested.

1.: Save invoices to sharepoint

2.: Download all invoices with a Power Automate (PA) flow at the end of the month

ad 1.:

I would check out the free version of Docentrix. They offer quite some interesting tools when it comes to printing, and its free.

Free Edition - Docentric AX

The idea is to send the invoice via Email to an inbox.

When the invoice arrives, a PA flows pics the invoice and uploads it to sharepoint. (There might be a free feature for archiving to sharepoint from Docentrix, so you dont need this step.) If you do, here is a resource.

[Blog Series] Dynamics 365 SSRS Report Automated Storing in SharePoint using Power Automate- Part 2

You may be successful also without Docentrix, however, SSRS reports and archiving is a pain in the a**. Havent seen any documention for this.

ad 2: This would be a PA flow, I would need to check myself. However, should be achievable. Sharepoint uses one file (attachment) and overrides it if you upload the same file, so you dont need to worry about people creating the same invoice multiple times.

Kind regards, Adis

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CU30091825-0 45 on at

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Download multiple customer invoices

Hi Arvind Bharti,

I will search how to connect our environment to a sharepoint for this purpose, if you have any documentation on this, I would really appreciate it if you can share.

Also, I did configure print management with the destination of "File", I can't find any "Folder" destination. It is working and downloads the selected invoices as PDFs, which is the goal. However, the functionality is showing what seems to be a bug. when selecting for example 20 invoices, only 10 are downloaded, and the pattern is that the system downloads one invoice and skips the following one. (i.e. invoice numbers 1,2,3,4,5,6 are selected, only 1,3,5 are downloaded)

Have you ever encountered such behavior?
CU30091825-0 45 on at

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Download multiple customer invoices

Hi Anton Venter,

This requirement is to download the invoices at the end of every month for archiving purposes.
CU30091825-0 45 on at

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Download multiple customer invoices

Hi Adis,

We don't use ER or a 3rd party, and unfortunately, downloading them when it's printed on the screen is not an option because multiple employees do invoices, so it wouldn't make sense to have them downloaded on multiple computers on different dates throughout the month.

Have you ever seen such a behavior from dynamics, where it downloads one invoice and skips one from the selected invoices?
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Arvind Bharti 391 on at

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Download multiple customer invoices

Hi,

I understand you do not have common repository but in my opinion to have better performance and better way to generate these invoices.

It would be great you configure print management with desitination of folder and run batch job so that when these fies are generated available in one folder and users can view /send etc...
Anton Venter 19,942 Super User 2025 Season 1 on at

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Download multiple customer invoices

Hello,

For me to understand better, what do they do with the invoice PDF files after they are downloaded? Is this part of the invoice process or is it an archiving action?
Adis Super User 2025 Season 1 on at

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Download multiple customer invoices

Hi,

There is no out of the box bulk creation\download of the invoices. Depending how you print your invoices (ER or 3rd party software) you can archive it on sharepoint f.e. and have it ready.

The 2nd solution is to tell users to download them when the invoice is created on screen.

If you are printing via ER, you can share the ER destinations and your print setup and we can have a look.

Kind regards, Adis

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