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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dyanmics Sales Entperi...
Customer experience | Sales, Customer Insights,...
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Dyanmics Sales Entperise - Invoice Word Template Missing Details

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Posted on by Steve Hohman 62
I have built Word templates for our various quote types, so I am familiar with the process and have been successful with multi-items quotes.  That being said, when I try to do the same thing for our invoices, I am only seeing the first item in the list of invoice line items, plus the total.  If I download the default invoice Word template, I can see each line item.
 
I am using Invoice and Invoice_Details as my relationship.  Also, I am adding the required fields as Plain text content controls.
 
Has anyone else seen this?
 
Steve
  • Verified answer
    Daivat Vartak (v-9davar) Profile Picture
    Daivat Vartak (v-9d... 4,767 Super User 2025 Season 1 on at
    Dyanmics Sales Entperise - Invoice Word Template Missing Details
    Hello Steve,
     

    Yes, you've encountered a common issue when working with Word templates and related entity data (like Invoice Line Items) in Dynamics 365, particularly when transitioning from Quote templates to Invoice templates. The difference in how the default template handles the data versus your custom template is a strong clue.

    Here's a breakdown of the problem and how to resolve it:

    Understanding the Problem:

    • Relationship: You're correctly using the "Invoice" and "Invoice_Details" (Invoice Line Items) relationship.
    • Content Controls: You're using Plain Text content controls, which is generally correct.
    • Missing Line Items: Your custom template is only showing the first line item, while the default template shows all line items.
    • The Key: Repeating Table Rows: The default invoice word template uses repeating table rows, this is the main difference between your custom template and the default template.


      •  

    The Solution: Repeating Table Rows and Related Entity Data:

    The key to displaying multiple Invoice Line Items in your Word template is to use repeating table rows in conjunction with the related entity data.

    Here's how to do it:

    1. Create a Table in Your Word Template:

      • In your Word template, create a table with the columns you want to display for each Invoice Line Item (e.g., Product, Description, Quantity, Price, Total).
      • Add the column headers. 

    2. Add Content Controls in the First Data Row:

      • In the first data row of the table (the row below the header row), insert Plain Text content controls for each column.

      • Crucially, use the related entity data fields from "Invoice_Details" (Invoice Line Items) for these content controls. For example:

        • Product: invoice_details|productdescription
        • Quantity: invoice_details|quantity
        • Price: invoice_details|priceperunit
        • Total: invoice_details|extendedamount 

      • Make sure that the content controls are in the correct table cells. 

    3. Enable Repeating Table Rows:

      • Select the entire first data row (the row with the content controls).
      • Go to the Developer tab in Word.
      • Click XML Mapping Pane.
      • In the XML Mapping Pane, find the invoice_details node (it might be under document or another parent node).
      • Right-click on the invoice_details node and select "Insert Content Control" > "Repeating".
      • This will tell Word to repeat the selected row for each Invoice Line Item. 

    4. Add Invoice Totals (Optional):

      • Below the table, add content controls for any Invoice totals you want to display (e.g., Subtotal, Tax, Total).
      • Use the fields from the "Invoice" entity for these content controls. 

    5. Save and Upload the Template:

      • Save your Word template.
      • Upload the template to Dynamics 365 as a Word template for the Invoice entity.  

      6.  

    Explanation:

    • Repeating Table Rows: The "Repeating" content control tells Word to iterate through the Invoice Line Items and create a new row for each item.
    • Related Entity Data: Using the invoice_details| prefix in the content control field names tells Word to retrieve the data from the related Invoice Line Items.

    Troubleshooting Tips:

    • XML Mapping Pane: If you don't see the XML Mapping Pane, go to File > Options > Customize Ribbon and enable the Developer tab.
    • Field Names: Double-check that you're using the correct field names from the "Invoice_Details" entity.
    • Table Structure: Ensure that your table structure is correct and that the content controls are in the right cells.
    • Testing: Thoroughly test your template with invoices that have multiple line items.

      •  

    By using repeating table rows, you should be able to display all Invoice Line Items in your Word template.

     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.
     
    My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.
     
    Regards,
    Daivat Vartak
  • Verified answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 1,537 Super User 2025 Season 1 on at
    Dyanmics Sales Entperise - Invoice Word Template Missing Details
    It sounds like your issue is related to how the Invoice Line Items (Invoice_Details) are being referenced in your custom Word template. Since the default Invoice Word template correctly displays all line items, the issue likely lies in how the relationship is structured in your template.
    Ensure Correct Table Mapping for Invoice Line Items
    1. Confirm the Relationship & Data Mapping
      • Open the default Invoice template that works correctly.
      • Check how the Invoice Line Items (Invoice_Details) are structured in the table.
      • Compare it with your custom template to identify differences.
    2. Use a Repeating Control for Invoice Line Items
      • When adding Invoice_Details fields, ensure they are inside a repeating content control.
      • To do this:
        • Select the table row where you want multiple line items to appear.
        • Go to Developer > Controls > Repeating Section Content Control (in Word).
        • Ensure this section is bound to Invoice_Details.
    3. Check Field Formatting
      • Use Plain Text Content Controls for fields but make sure that numeric fields (like quantity, price, total) are formatted correctly.
      • Verify that each field is bound correctly in the XML mapping pane (Developer > XML Mapping Pane).
    4. Regenerate the Word Template from Dynamics 365
      • If the issue persists, try regenerating the template:
        • Go to Settings > Templates > Document Templates.
        • Click + New and select Invoice.
        • Add the required Invoice_Details fields using the XML Mapping Pane.
    5. Test by Generating a New Invoice Document
      • Save and upload the modified template in Settings > Templates > Document Templates.
      • Generate an invoice and verify if all line items appear.
    If the issue persists, check whether your Invoice entity has any custom filtering or security roles that might be restricting data visibility in the template. Let me know if you need further assistance!
  • Verified answer
    ArchitectMadhan Profile Picture
    ArchitectMadhan 322 on at
    Dyanmics Sales Entperise - Invoice Word Template Missing Details
    Hi,
     
    You can try the below steps and see whether it solves your problem.
     
    1. Check the XML Mapping: Ensure that the XML mapping in your Word template correctly references the Invoice_Details entity. You can do this by opening the XML Mapping Pane in Word (Developer tab > XML Mapping Pane) and verifying that the fields are correctly mapped.
    2. Use Repeating Content Controls: Instead of Plain text content controls, use Repeating Content Controls to display multiple line items. This allows the template to iterate over the Invoice_Details records and display each item. Here's how you can do it:
      • Open your Word template.
      • Go to the Developer tab.
      • Open the XML Mapping Pane.
      • Right-click on the Invoice_Details node and select "Insert Content Control > Repeating".
      • Add the required fields within this repeating content control.
    3. Verify the Relationship: Ensure that the relationship between Invoice and Invoice_Details is correctly set up in Dynamics 365. The default template works because it correctly references this relationship. Double-check your custom template to ensure it mirrors the default template's structure.
    4. Consult Documentation: Refer to the official Microsoft documentation on troubleshooting Word templates and creating and managing Word templates for more detailed guidance.
    If these steps don't resolve the issue, you might want to compare your custom template with the default template to identify any discrepancies.
     
     
    -ArchitectMadhan
    If this response is helpful for you, please like and accept this as solution

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