(POL) Create a free text invoice [AX 2012]

Updated: August 28, 2012

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

A free text invoice is an invoice that is not attached to a sales order. A free text invoice contains a header, and one or more lines for items or services that are not tracked in inventory. Use a free text invoice for sales that do not require a sales order or packing slip. For example, you can use a free text invoice for a consulting fee or services fee, or for a miscellaneous fee for an event reimbursement.

For more information about free text invoices, see Key tasks: Free text invoices.

Create a simple free text invoice

  1. Click Accounts receivable > Common > Free text invoices > All free text invoices.

  2. On the Action Pane, in the New group, click Free text invoice to open the Free text invoice form.

  3. On the Action Pane, click Header view to view the free text invoice in the header view.

  4. On the Free text invoice header FastTab, select the customer account. The default information for the customer account is displayed.

  5. In the Date of VAT register field, select the transaction date for the value-added tax (VAT) register period. In the Sales date field, select the date of the sales transaction.

  6. On the Action Pane, click Line view.

  7. In the Invoice lines grid, follow these steps:

    • Enter a description for the invoice line, and enter the PKWiU code.

    • Select the sales tax and item sales tax groups.

    • Select the main account, and enter the quantity and unit price.

  8. In the Service tariff number field, select the service tariff number that is used when the VAT for the invoice is reported, if the customer is located outside Poland.

  9. On the Line details FastTab, enter any additional information.

  10. To save your changes without posting the invoice, click Close.

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