Connectorly extends standard Microsoft Dynamics 365 Sales App functionality by adding the ability to create Bills and Credit Notes. These are created in the same way as Sales Invoices in Microsoft Dynamics 365, apart from the Invoice Type must be set to Bill in the Connectorly section on the invoice.

To set the Invoice Type, make sure you are using the Connectorly View on the Invoice form and then, in the Connectorly section change the Invoice Type to Bill.

Credit Notes can be created manually in the same way or automatically using the Create credit note automatically feature (see more in the Connectorly Configuration)