I recently had a discussion with a customer who plans to utilize a free text invoice for processing customer invoices. One specific requirement they have is the ability to input a description in the header and ensure that it is recorded in both customer and ledger transactions.

In D365, the issue lies in the absence of a designated field for header description on a free text invoice. This poses the challenge of capturing the description and ensuring its availability on both customer and ledger transactions. How can we effectively address this?

Hence, I decided to utilize a personalization option to resolve this. Watch the video to discover the solution.