About customer invoices, free text invoices, and pro forma invoices [AX 2012]

Updated: February 18, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

A customer invoice for a sales order is a bill that an organization gives to a customer in connection with a sale. You create this kind of customer invoice based on a sales order, which includes order lines and item numbers. Item numbers are specified and posted in the ledger. Subledger journal entries are not available for a customer invoice for a sales order.

A free text invoice is not related to a sales order. It contains order lines that include ledger accounts, free-text descriptions, and a sales amount that you enter. You cannot enter an item number on this kind of invoice. You must enter the appropriate sales tax information. A main account for the sale is indicated on each invoice line, which can be distributed to multiple ledger accounts by clicking Distribute amounts in the Free text invoice form. Also, the customer balance is posted to the summary account from the posting profile that is used for the free text invoice.

A pro forma invoice is an invoice that is prepared as an estimate of the actual invoice amounts before the invoice is posted. You can print a pro forma invoice for either a customer invoice for a sales order or for a free text invoice.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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