Document Package

Document Package: Professional Sales Documents for Business Central

Are your standard Business Central documents lacking visual appeal? Struggling to customize invoice layouts without developer assistance? Need professional-looking statements and reminders that reflect your brand?

Document Package replaces the standard Microsoft Dynamics 365 Business Central sales documents with modern, professional layouts that you can customize without code changes. Unlike the rigid standard reports, Document Package gives you flexible text customization, smart payment formatting, and multi-language support out of the box.

Key Benefits

• Professional First Impression: Modern, clean document layouts that present your business professionally to customers.
• Flexible Customization: Add custom text at the document, customer, or global level without developer involvement.
• Smart Payment Information: Automatically format bank details for domestic customers (account number) or international customers (IBAN/SWIFT).
• Multi-Language Ready: Built-in support for English, Danish, Norwegian, and Swedish with automatic language selection per customer.

Included Document Layouts

• Sales Invoice — Professional layout with company logo, VAT specification, and configurable shipping address placement
• Sales Credit Memo — Matching design for consistent customer communication
• Reminder — Clear payment reminder with interest information and customizable reminder text
• Customer Statement — Account overview showing outstanding balances and transaction history

Key Features

• Customizable header and footer text per document, customer, or globally via Report Selections
• Footer templates with field placeholders for dynamic company and bank information
• VAT specification display options: never, always, or only for multiple VAT rates
• Shipment colli (package) information display on invoices
• Currency-specific bank account routing for payment information
• Seamless integration with Business Central's Document Sending Profiles

Easy Setup

Document Package integrates with Business Central's standard Report Selections. Once installed, configure your preferences in the Document Package Setup page and your new layouts are ready to use with your existing document workflows.

Requirements

Requires VisionEssentials (included with all Vision People apps).

Supported Editions

This app supports both the Essential and Premium editions of Microsoft Dynamics 365 Business Central.

Supported Countries

All countries where Microsoft Dynamics 365 Business Central is available.

Supported Languages

English (United States), Danish (Denmark), Norwegian Bokmål (Norway), and Swedish (Sweden)