Customer Invoice Logging Framework: A Simple Guide for Dynamics 365 Finance

How Dynamics 365 Helps You Track Invoice History and Errors

Tracking what happens to customer invoices — especially in high-volume organisations — can be hard. You might post hundreds of sales order invoices or free-text invoices through batch jobs, but then struggle to answer questions like:

• Did the invoice actually post?
• How many succeeded or failed?
• If there was an error, what exactly went wrong?

To solve these issues, Dynamics 365 Finance now includes a Customer Invoice Logging Framework. This feature gives you clear visibility into posting history, detailed error messages, and easier troubleshooting — all from the familiar Customer invoicing workspace.

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What The Customer Invoice Logging Framework Does

In simple terms, this feature records the lifecycle of invoice documents — whether they are based on sales orders or free text invoices — and makes that history available to you for review and analysis. This adds traceability and clarity where previously only summary counts were visible.

Before this feature, the workspace showed a high-level overview of how many invoices were posted or had errors, but you couldn’t drill into the details. With the logging framework enabled, you can now:

• Click into Posted or Error counts to see detailed invoice information
• View specific error messages for failed invoice postings
• See recent posting history organized by Sales order and Free text invoice tabs
• Access this history for the last 14 days by default (configurable)

This gives AR teams a much better way to track, diagnose, and act on posting issues without having to dig through batch job logs or custom reports.

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Why This Matters

Here’s why the logging framework is important for everyday users:

Clear Visibility

You can now see what happened to each invoice, not just totals. This is especially helpful when many invoices are processed automatically by batch jobs.

Easier Troubleshooting

Instead of guessing why a posting failed, you can view the error details directly in the workspace and take corrective action quickly.

Better Audit Trails

The system keeps a traceable record of invoice status transitions, helping teams meet internal controls and compliance requirements.

Administrative Control

You decide how long the history is kept (default 30 days, up to 45 days). Old records are automatically cleaned up with data maintenance jobs to keep your system performant.

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Setting Up the Logging Framework

Getting this feature running is straightforward:

1. Enable the Feature
   Go to Feature Management and turn on the Customer invoice logging framework for sales order and free text invoice history tracking preview.
2. Set Retention Parameters
   In Accounts receivable > Parameters > Updates > Data maintenance, specify how many days you want to retain invoice logging data (default 30, up to 45).
3. Verify Data Maintenance Jobs
   After enabling this feature on version 10.0.45 or later, scheduled jobs automatically clean up old logging data so your system doesn’t fill up with historical entries.

Once these steps are in place, the enhanced Customer invoicing workspace will show detailed history and error information when you click into the Posted or Error counts.

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How It Works in the Customer Invoicing Workspace

With the logging framework enabled, the Customer invoicing workspace changes how you interact with invoice results:

• You’ll still see counts for Posted and Error invoices, but now those numbers are interactive.
• Clicking on those figures shows a list of actual invoices with relevant metadata.
• For invoices with errors, there’s an additional Error details tab that shows specific error messages related to posting failures.
• You can switch between Sales order posting history and Free text invoice posting history to focus on the type of invoice you need to analyze.

This level of detail helps AR teams understand the “why” behind posting issues and makes fixing them faster and less painful.

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Who Benefits Most

This feature is especially helpful for:

• Accounts receivable managers who need visibility into invoice posting results
• Finance teams running high-volume batch invoice postings who want clear traceability
• Support or operations teams troubleshooting posting errors
• Audit or compliance teams that require detailed, traceable invoice histories

With better logging and visibility, your teams will spend less time piecing together information from batch job logs or external tools — everything they need is right in the Customer invoicing workspace.

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Final Thoughts

The Customer Invoice Logging Framework in Dynamics 365 Finance brings a long-needed upgrade to how invoice posting results are tracked and analyzed. By turning simple counts into actionable history, finance teams get a clear view of invoice success and failure, with error detail at their fingertips.

If your organisation handles many invoices or needs better traceability and diagnostics, enabling this feature is a smart step — and makes the Customer invoicing workspace far more useful for everyday work.

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Refer to below video for a demo of the feature: