Microsoft Dynamics 365 Business Central: Create Recurring Sales Invoices

Many companies invoice customers on a regular basis and need the ability to create those invoices all at once. The Create Recurring Sales Invoices task within Microsoft Dynamics 365 Business Central allows companies to create sales invoices for multiple customers at once using recurring sales lines. 

Scenario

Company sold monthly support plans to customers and need the ability to create invoices at once for customers so that they don't have to manually create them one by one. 

Solution

1. Create Recurring Sales Lines - this allows you to set up a "template" for your monthly sales invoices. In my example I've created a Recurring Sales Lines template for my BC Support invoices. 


Within the Standard Sales Lines Card, I've added the appropriate lines that I'd like added to the sales invoice. The 'Amount Excl. Tax' field doesn't show out of the box so you'll have to personalize your page to add that and also keep in mind that any dimensions that should be defaulted on the line could be added at this time as well. 


2. Assign the Recurring Sales Line to the customers that have purchased the monthly support plan. This is done from the customer card. 

Customer Card > Related > Sales > Recurring Sales Lines


Within the Recurring Sales Lines you'll see that we have the customer C00030 selected so what we add to this window will be tied to that customer. I select BC SUPPORT as the Code and for this example that is all I need at this time in order to create recurring sales invoices. 


3. Create Recurring Sales Invoices - this is the process to create recurring sales invoices for customers that have purchased support plan. Navigate to the Create Recurring Sales Invoice window and populate the Order Date (Invoice Date) and Posting Date. Within the Filter section select the Code for which you're looking to create invoices for. 


Once the process is completed you will receive a confirmation window letting you know how many invoices were created.


Within the Sales Invoices window you will see the created invoices and you can open them to review/modify/post.





4. You're ready to post and send now.



Written by: Kristen Hosman, Microsoft MVP











Comments

Popular posts from this blog

Voiding a check in Dynamics 365 Business Central

How to use MICR fonts in Dynamics 365 Business Central AND modify the check layout

Dimension Corrections in Microsoft Dynamics 365 Business Central