DR DYNAMICSAccounts Receivable
Send customer invoices
Queue a posted customer or project invoice, send it, hold a generated file for later, and track what the customer side did with it. Every status and every button on the Outbound e-invoices screen.
Product help
E-invoicing connector help
Documentation for the Dr Dynamics e-invoicing connector for Microsoft Dynamics 365 Finance & Operations. Five guides, one per audience — from the AR clerk sending an invoice to the administrator recovering a stuck row.
Start here
The connector adds two screens to Dynamics 365 Finance under the Dr Dynamics e-invoicing module: Outbound e-invoices for the customer invoices you send, and Inbound e-invoices for the supplier invoices you receive. Both are delivery-and-tracking layers: they sit in front of your normal AR and AP processes and never post an invoice or touch the ledger themselves.
- Sending your first invoice? Read Send customer invoices.
- A supplier invoice has arrived? Read Receive supplier invoices.
- Setting the connector up, or something is stuck? Read Administration and troubleshooting.
All guides
Accounts Payable
Receive supplier invoices
How supplier e-invoices arrive, become pending vendor invoices, and how to reject, retry or set one aside. Every status and every button on the Inbound e-invoices screen.
Administrators
Administration and troubleshooting
Every parameter, the provider and Azure Key Vault connection, the scheduled jobs, the recovery toolkit for stuck rows, the three diagnostic logs, and a symptom-to-fix table.
Security and audit
Security and operations reference
The full catalogue: five roles, six duties, every privilege and the button it unlocks, the module navigation map, the audit-log model, and every status value in one place.
Operations leads
Recommendations and best practices
Recommended job schedules, what to database-log and how long to keep it, the safety drill to run after every environment refresh, and a go-live checklist.
Support
Can’t find what you need, or hit something these guides don’t cover? Email [email protected] and we’ll respond within one business day.
For what the solution does, which formats and countries it covers, and how it is delivered, see the e-invoicing for Dynamics 365 Finance & Operations page. Running Dynamics AX instead? There is a separate connector for AX.