Troubleshooting: Missing Create Invoice Button in Dynamics 365 Sales
Question
You are a salesperson using Dynamics 365 Sales.
An invoice needs to be created on an order.
The Create Invoice button is not visible.
You need to determine why the Create Invoice button is not visible.
Why is the button missing?
Answers
Explanations
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A. B. C. D.C.
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/ts-ordersAs a salesperson using Dynamics 365 Sales, if you are unable to see the "Create Invoice" button while creating an order, the possible reasons for this could be as follows:
A. The sales order is not complete:
One possible reason for the missing "Create Invoice" button could be that the sales order has not been marked as complete. In Dynamics 365 Sales, an order needs to be marked as complete before an invoice can be created. You can check the status of the order by navigating to the order record and checking its status field.
B. The price list has expired:
Another reason for the missing "Create Invoice" button could be that the price list associated with the order has expired. In Dynamics 365 Sales, the prices of products and services are governed by price lists, which are valid for a specified period. If the price list associated with the order has expired, you will not be able to create an invoice.
C. The sales order processing integration is enabled:
If the sales order processing integration is enabled, it might prevent you from creating an invoice. This integration helps in streamlining the sales order processing by integrating it with other business processes. If the integration is enabled, it might not allow you to create an invoice unless certain conditions are met.
D. You have not selected the Get Products button:
Finally, if you have not selected the "Get Products" button while creating the order, you might not be able to create an invoice. The "Get Products" button fetches the details of the products or services associated with the order and populates the line items on the order form. If you have not selected this button, the line items might not be populated, and you might not be able to create an invoice.
Therefore, to determine the exact reason for the missing "Create Invoice" button, you need to review the order record and check the status of the order, the validity of the price list, the integration settings, and the line items on the order form.
