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Generating Individual PDF Invoices in Bulk

  • 1.  Generating Individual PDF Invoices in Bulk

    Posted 12 days ago

    Greetings Forum,

    My organization is using Microsoft Dynamics GP 2018 (18.00.0704 (R2)), with integrations to Microsoft Dynamics D365 (Version 1710 (9.1.0.6032) online).

     I have a request to generate Invoices in bulk from GP, and to save each Invoice individually as a PDF (we use Word Template formats).

     An initial goal is to port these to D365/SharePoint (associated under the Account Entity), so that D365 users can view the Invoices.

    An eventual goal is to make the PDF available to a Portal where our Customers can view their own invoices at will.

    Suggestions on tools, add-ins or other approaches are much appreciated.

    Thanks so much.



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    Georgeann Valentine
    Platform Analyst III
    Ascend Learning, LLC
    Leawood KS
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  • 2.  RE: Generating Individual PDF Invoices in Bulk

    Posted 11 days ago
    I've have very good experiences with Liaison Messenger for creating and delivering documents in PDF format. The nice thing about it is that you can use it for sending any documents - invoices, order confirmations, purchase orders, statements, and so on. You can have email addresses synched with GP and/or manage additional emails for specific customers for specific uses. You can setup internal notifications related to the documents that were sent just to be able to monitor if desired. It is a very flexible solution and I found working with Tom Nielsen from Liaison to be easy. His contact info is below.

    Tom Nielsen  |  800.811.4618 x201   |   fax: 714.543.0887

    Liaison Software |  601 Parkcenter Drive, Suite 201  |  Santa Ana, CA 92705

    www.liaisonsc.com



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    Rebecca Redman
    Business Systems Administrator
    PANDORA Jewelry
    Columbia MD
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  • 3.  RE: Generating Individual PDF Invoices in Bulk

    TOP CONTRIBUTOR
    Posted 10 days ago
    Georgeann,

    In addition to Liaison Messenger you should take a look at Accountable Forms Printer, it works within GP and can generate the pdf's into separate directories by customer, very configurable windows to generate the files and/or email as needed.  It essentially works with all outbound facing documents (Customer Statements, Quotes, Orders, Invoices, Returns, Purchase Orders).  Can use either Crystal or SSRS as the reporting source.

    In addition or as an alternate to Forms Printer you might also want to consider Nodus Technologies Customer facing Online BillPay application.  it can be configured to automatically send a link to the Invoice or the invoice to the customer when you post the transactions from within GP.  This approach then eliminates the need to build out some type of Customer Portal as it already exists with the Nodus application.  In addition, things to consider from a customer portal standpoint would be plans related to accepting and applying payments to open invoices, Nodus already does this and is PCI compliant.  The Nodus Customer portal can be branded to match your existing website and accepts auto pay processing as well so if you have customers where they want to enroll in auto draft/payment options they can do that all via self server and your not reinventing the wheel.

    Just my 2 cents,

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    Wally Dodds
    Dorado Solutions
    West Chester PA
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  • 4.  RE: Generating Individual PDF Invoices in Bulk

    SILVER CONTRIBUTOR
    Posted 7 days ago
    Check out Victoria Yudin's GP Reports Viewer also!

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    Sally Higgins
    arvada CO
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