Kolleno retrieves invoice PDFs directly from Microsoft Dynamics 365 Business Central. This works as soon as your Business Central integration is connected, with no additional setup.
When the PDF is fetched
Invoice PDFs are not brought across with the regular data sync. The document is fetched from Business Central at the moment it is needed: when you download an invoice, when a chase email attaches it, or when your customer opens it in the payment portal.
After the first fetch Kolleno keeps a copy so that later requests are immediate. If the invoice is updated in Business Central, that copy is replaced the next time the PDF is requested, so you always get the current version. The file is named using your company name, the invoice reference and the invoice date.
If invoice PDFs are not appearing
Some Business Central tenants do not expose the standard PDF endpoint, most often where invoices are produced by a custom report layout. Business Central then reports that the PDF is not available, and no document is returned.
First check that the Kolleno Business Central Extension is installed, and that the integration is still connected under Settings ➡️ Integrations.
If both are in order, we can retrieve the document another way. Our team configures these on request:
Document attachments. The PDF is stored against the posted sales invoice in Business Central.
SharePoint. The PDF is held in a linked SharePoint location.
Custom endpoint. An endpoint published in your environment, such as a Print Report codeunit, generates the document on request.
Attachments and SharePoint cannot both be used. A custom endpoint takes precedence over either.
Email support@kolleno.com with an example invoice reference that has no PDF in Kolleno, and tell us where the document lives in Business Central. If you use a custom report layout, please include the report or endpoint name.
Using SFTP instead
If you already publish invoice PDFs to a file share, Kolleno can collect them over SFTP. Once enabled, SFTP becomes the primary source. We can optionally fall back to Business Central when a file is missing from the share, which is switched off by default.