Set up a free text invoice

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

Complete the following steps before you issue a free text invoice.

  1. Set up invoice number sequences in the Number sequences form.

  2. Assign number sequences for the free text invoice references in the Accounts receivable parameters form.

  3. Set up the chart of accounts in the Chart of accounts form and Main accounts list page.

  4. Set up customer accounts in the All customers list page.

  5. Set up sales tax rates and codes in the Sales tax groups and Sales tax codes forms.

  6. Set up charges codes in the Charges code form and charges groups in the Customer charge groups form.

  7. Set up free text invoice forms in the Form setup form.


If the Public Sector configuration key is selected, you can set up billing codes in the Billing codes form. When you select a billing code on a free text invoice line, default values are entered automatically on the line. Billing codes are not required; you can issue a free text invoice without them.

Also, you can associate posting definitions with specific billing codes in the Transaction posting definitions form. For more information, see About posting definitions.

See also

Key tasks: Free text invoices