invoiceinvoicedetailGenerate an invoice from Dynamics 365 Sales
The invoice table in Dynamics 365 Sales holds the amount due, the due date, the bill-to address and the invoice products. Most organisations then re-key those into a finance system or a Word document because the record itself is not something you can send.
With VerseDocs the invoice record is the source. A Word template with tokens becomes the invoice document; generating it is one click on the record or one action in a flow, and the PDF lands on the timeline where the account team can find it. No connector credits are consumed and the amounts are never sent to a third-party rendering service.
Unlimited watermarked use, no time limit. $2,400 a year per tenant removes the watermark.
From record to invoice in 4 steps
Download the invoice template
Bound to the invoice table with invoice products as lines. It includes a per-line tax column, a conditional discount and freight, and a how-to-pay section for your bank details.
Load it in Template Studio
New Template, bound table invoice, upload, paste manifest and sample data, preview.
Generate from the invoice
Open the record, click Generate document, choose the template and Word or PDF. The file attaches to the record's timeline without a flow.
Send it automatically
A flow on invoice status Billed can call vdocs_TemplateFromRow with outputFormat pdf, then attach base64ToBinary(OutFileContent) to an Outlook email to the billing contact.
Start from the invoice starter
Payment terms come from {{invoice.paymenttermscode}} as the option-set label. If you bill in more than one currency, the formatted money fields already carry the right symbol; use _raw only when you need a specific format.
- Invoice number, issue date and due date in the header
- Bill-to address and the originating order number
- Line items from invoice products with quantity, unit price, tax and amount
- Subtotal, conditional discount, tax, conditional freight, amount due
- How-to-pay section with placeholders for your bank details
Tokens in the template
Invoice {{invoice.invoicenumber}} · due {{invoice._raw.duedate:d MMMM yyyy}}
{{#each invoice.lines}}{{productid}}{{productdescription}} | {{_raw.quantity:0.##}} | {{priceperunit}} | {{tax}} | {{extendedamount}}{{/each}}
Amount due {{invoice.totalamount}}
Please pay by {{invoice._raw.duedate:d MMMM yyyy}} quoting {{invoice.invoicenumber}}.Paste any of this into the template playground with the sample data to see it render in your browser.
- Can the invoice number appear in the PDF file name?
- In a flow you control the name entirely when you save or attach OutFileContent, for example concat(triggerOutputs()?['body/invoicenumber'], '.pdf'). From the button, VerseDocs names the attachment for you.
- Can we produce a PDF/A for archiving?
- Yes. Add pdfConformance alongside outputFormat in Options, for example PDF/A-2b. This needs a licensed environment because a trial watermark would break the conformance claim.
- Does this replace our finance system's invoicing?
- No. It produces the customer-facing document from the Dynamics 365 record. If your ledger lives elsewhere, keep generating the legal invoice there and use this for pro-forma invoices, statements and confirmations.
Rendered in your tenant. Priced per tenant.
VerseDocs is a managed solution of Dataverse plug-ins. Templates, field values and generated files stay in your environment. Try every feature free with a watermark; one licence key removes it for every environment, user and document in the tenant.