Recurring Invoices in Dynamics NAV 2013

Can Microsoft Dynamics NAV handle recurring invoices?  Yes it can! And you can do so by using “Create Recurring Sales Invoices” function under Financial Management> Receivables.

To utilize this function, standard sales code should be created and assigned to customer cards.  For example:

Once the code is created, you are half way done.  Assign the code in the customer card.  When you do that, you can enter other information such as valid date, payment methods, terms, etc:

That’s it for setup!  Now go under Financial Management>Receivable and Create Recurring Sales Invoice.  You can enter the order date and posting date in this screen; filter by Sales Code and Customer number:

I think that this is an easy and simple way to create sales invoices that occurs periodically.  It can be used for lease, simple monthly service, some misc. charges, etc.

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