1. Go to Invoicing > Sales > Customer Invoices.

2. Select Create Invoice 

3. Select Validate at the top of the invoice.

4. Review the contents of the invoice and make any additions or corrections before sending to your customer.

Create an invoice

1. 1. Go to Invoicing > Sales > Customer Invoices.

   2. Select Create Invoice 

   3. Select Validate at the top of the invoice.

   4. Review the contents of the invoice and make any additions or corrections before sending to your customer.

2. On the Invoice form, enter data in the following required fields:

   • Customer Name

   • Payment terms and Currency 

   
   

1. In the Sales Information section, in Potential Customer, select the customer you're creating this invoice for.

2. On the command bar, select Save to create the invoice record.

3. To add products from your opportunity to your order, select Get Products at the top of the screen, select your opportunity, and then select OK.

   -OR- To manually add other products, in the Products section, select the More commands icon , and then select Add New Invoice Product. More information: Add products to Quote, invoice, or order records

   You need to enter the tax amount when you add a product to a quote, order, or invoice. Dynamics 365 Sales doesn't automatically calculate tax for individual products. However, the total tax is calculated automatically based on the sum of the tax amounts for all of the individual products in a quote, order, or invoice.

4. In the Shipping Information area, enter shipping details.

5. In the Addresses area, enter shipping and billing addresses.

6. Select Save in the lower-right corner of the screen.