Creating invoices from your meeting appointments

  • 5 minutes

Some businesses record all billable appointments in their Outlook calendar. With Business Central, you can create the invoice for the customer right from the calendar item:

  1. Open the appointment.

  2. Open the Business Central add-in.

  3. Look up existing information.

    Screenshot showing the Contact Details for a customer.

  4. You can create an invoice or another sales document right here.

    Screenshot how to add a new invoice from Contact Details.