![]() In the Select Product button, select whether you want to add an existing product or create a new one: In the Quick Create: Invoice Product form, enter the details: However, the total tax is calculated automatically based on the sum of the tax amounts for all of the individual products in a quote, order, or invoice. ![]() Dynamics 365 Sales doesn't automatically calculate tax for individual products. You need to enter the tax amount when you add a product to a quote, order, or invoice. More information: Add products to Quote, invoice, or order records To manually add other products, In the Products section, select the Add Product. To add products from your opportunity to your order, select the More options icon and then choose Get Products, select your opportunity, and select OK. On the command bar, select Save to create the invoice record. In the Sales Information section, in Potential Customer, select the customer you're creating this invoice for. More information: Lock or unlock the price for an order or invoice, Sales transactions in Dynamics 365 Sales ![]() You set Prices Locked by selecting Lock Pricing on the command bar. By default, selecting a price list is required to be able to add products to an invoice however, your administrator can change your organization settings to make the Price List field optional. ![]()
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