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