To help best manage your accounts receivable, here are some things to know about the Sales Invoices workflow between Bill.com and Microsoft Dynamics 365 Business Central (MSDBC).
- Invoices in Bill.com will sync to MSDBC as unposted sales invoices.
- Unpaid posted and unposted sales invoices in MSDBC will sync to Bill.com as invoices.
- The Invoice number of invoices in Bill.com will sync to MSDBC as the Reference No. The Refeerence No. of a sales invoice in MSDBC will sync to Bill.com as the invoice number.
- Once a sales invoice syncs between Bill.com and MSDBC, you can't edit the invoice in Bill.com. Make edits in MSDBC, and those will sync to Bill.com.
- Sales invoices with item charges, taxes, and discounts will only sync 1-way from MSDBC to Bill.com.
- If you create a sales invoice in MSDBC with taxes applied, the percentages, tax codes, areas, items, and jurisdictions won't sync to Bill.com, but the total tax amount will, as a separate line item.
- Best practice is to create and edit sales invoices in MSDBC.
- Edits to a sales invoice in MSDBC will not sync to the invoice in Bill.com if the invoice is paid or partially paid.
- If you delete/inactivate an invoice in Bill.com, it will not sync to MSDBC if the sales invoice has been posted.
- If you delete a sales invoice in MSDBC, it will not sync to the invoice in Bill.com if the invoice is paid or partially paid.
- If the customer for the sales invoice is marked as Tax Liable in MSDBC, invoices you create for them in Bill.com won't sync to MSDBC. Create the sales invoice in MSDBC and let that sync to Bill.com instead.
- Multi-currency or $0 sales invoices in MSDBC will not sync to Bill.com.
- If you use dimensions on a sales invoice in MSDBC or an invoice in Bill.com, you also need to add those dimensions to the customer in MSDBC.