As of Popdock’s June 15, 2025, update, you can now preview, generate, and download PDF invoices and credit memos directly from your Business Central Popdock lists. This new capability enhances usability and streamlines access to generate these documents from within Popdock, eliminating the need to log in to your Business Central environment.
If you’d like to watch the video that goes with this documentation, see below or click here.
These features have been added to the following Business Central lists:
- Posted Purchase Invoices
- Posted Purchase Credit Memos
- Posted Sales Invoices
- Posted Sales Credit Memos
- Vendors
- Customers
For newly added Business Central connectors, these enhancements are included by default. If you’re using an existing connector, you can enable the PDF field with download link and details. Follow the steps outlined below.
Add Download Link Field to a List
1. From the main Popdock menu, select Connectors.
2. Find your Business Central connector and then select the edit icon.
3. From the left navigation menu, select Lists.
4. Find one of the lists that you want to add the details to and then select the edit icon. This example is using the Posted Sales Invoice list.
5. From the left navigation menu, select Fields.
6. At the top right hand side, select Add menu and then select Add field.
7. The Add field window will open. From the dropdown Field list, choose Sales invoice PDF and then select Add.
8. You will now see the Sales invoice PDF field added to Calculated fields.
9. You can now add this column to your list.
10. Repeat Steps 1-9 for each of the above lists you would like the field added to.
Add Connector Details to Show PDF Preview
1. From the main Popdock menu, select Connectors.
2. Find your Business Central connector and then select the edit icon.
3. From the left navigation menu, select Lists.
4. Find one of the 3 lists to add the details to and then select the edit icon.
5. From the left navigation menu, select Details.
6. Select Add and then select Add connector details.
7. The Add connector details window will open with an available detail. For the Posted sales invoices list it is called Sales invoice PDF. Check the box next to this detail, and then select Add.
By default, the detail is added to the sidebar. You can change this by selecting a different location from the Display method list.
8. You will now see the Sales invoice PDF detail is added.
9. Repeat Steps 1-8 for each of the above lists you would like the details added to.
Having trouble adding the details? Email support at support@eonesolutions.com
