How can I automatically set the invoice date in Dynamics 365?

To sync your invoice to Xero you must set the invoice date

Laszlo Molnar avatar
Written by Laszlo Molnar
Updated over a week ago

We have included functionality in Connectorly to help you to set the date automatically on new invoices created in Microsoft Dynamics 365.

Under Connectorly Settings you need to change the value for Set Date Delivered automatically to Yes.

Next time when you create a new invoice the Date Delivered field will be set to the actual date automatically.

Did this answer your question?