Here's how to set up recurring sales invoices in Microsoft Dynamics 365 Business Central.
In order to post monthly recurring sale’s items there are a few set up steps that need to be completed for this function to run correctly.
First you will need to set up the recurring sales lines. To do this, using your search icon in the top right of your screen, enter: Recurring Sales Lines
Select New
Create a name for your Standard Sales Line Card and fill in all the necessary items/GL’s/comments that you want showing on each invoice.
‘Item’ will pull the pricing from Business Central, however you will need to enter each G/L charge separately after the invoice is generated for each customer.
The next step requires you to set up the customer card to reflect the standard sales lines.
To do this open the customer card(s) that the recurring billing will apply to. Following these steps will open the recurring sales lines for that customer.
Customer > Related > Sales > Recurring Sales Lines
In the recurring sales lines screen the following information needs to be inputted, it is important to note that if you want to create recurring batch invoices it is necessary for you to input a valid to and from date range for the customer.
Once the above set up steps are completed, the recurring batch invoices can be generated.
In your search icon, enter: Create Recurring Sales Invoices
All criteria below will need to be entered, such as Customer No. or the Customer No. range, the recurring sales code, the order date and the posting date of the invoice.
Once all the criteria have been entered, select OK and this will generate the recurring sales invoices for the selected customers.
Below you can see that 3 invoices have been generated for the 3 customers we selected.
Based on the Standard Sales Lines that we set up, the G/L Account line does not have an amount to charge in it:
Prior to posting the batch sales invoices, the missing amount in the G/L Account field will need to be entered. Once that is completed you can batch post the sales invoices by selecting all and then Post Batch.
There is a pop-up screen that shows the details before posting, this includes the posting date and the sales invoice no. range that is being posted. Confirm the details and then select ok.
For a step-by-step guide, check out our video tutorial below:
Training Video: How to Set Up Recurring Sales Invoices in D365 Business Central
Get in touch with Kwixand Solutions if you have any questions about setting up recurring sales invoicecs or any other Dynamics 365 related enquiry. For more training videos, don't forget to subscribe to our Youtube channel