Creating invoices from your meeting appointments


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.