Credits and copyright
This is a guide for getting-started with Business Central. It is a generic version of the Abakion Go method, which is a commercial product. But this version of the guide does not require any subscription. It’s free to use, if you are an end user. All content is provided by and copyright of Abakion and may not be reproduced in any form.
Customization of documents
Every company has their own layout for documents like invoices, order confirmations, delivery notes, etc.
You probably need documents in your own design. And you probably need specific data on specific documents. And maybe you also need different content depending on the customer or item.
Business Central doesn’t really enable you to edit and layout documents. Microsoft have some suggestions for work-arounds, like you can export to Word, but there is no really good solution to this requirement.
So, the question is: Can you accept the standard documents included in Business Central?
If not, you need either an apps for customizing documents, or you must hire an external consultant to do some custom development of your documents.
How many documents do you need to customize? How often will you have changes for them? And are we talking about major changes? These are some of the questions to help you decide if an app or a consultant is the best choice.
You must also think about which features you need for documents. Will you need to manage multiple languages, use templates, schedule documents, have version management, include customer or item dependent data, include master data field merge, etc.
Apps for customizing documents
If we are talking about many documents, frequent changes or you require language versioning or flexibility to add customer-specific documents – then an app is often the best choice. If you only need a few changes to the invoice, it’s cheaper to hire a consultant to do it.
There are several apps available on Microsoft AppSource for customizing documents.
You can simply search for documents on Microsoft AppSource – but if you want to make a short-cut, you can read our review of apps for this purpose in this article:
|Customization of Documents
– 4 apps for Business Central
Test in a copy of your company
You should test your customizations in a copy of your company in Business Central.
If you want to see what the layout of the invoice looks like, you must of course have a posted invoice. And since you do not want to create dummy invoices for testing in the company you are preparing for go-live, we recommend you make a copy of the company for testing purposes.
The procedure is to set up your document customizations in your live company. Then copy it and post an invoice to test the layout.
Do you have a question?
If you have a question about the content on this page, let me know. If I can clarify something or guide you in the right direction, I will be happy to help.
I can’t offer you free support on configuring your Business Central, so I may politely respond that your question is too complicated for a simple email-answer, but feel free to just try and send me your question, whatever is on your mind.