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Session Id : EYXrPRBHUUNzfZg8EQQl8D
Service | Customer Service, Contact Center, Fie...
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Agreement Invoiceing - Bill for Service

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Posted on 15 Mar 2025 12:34:54 by 7
Hi,
 
We are a service provider and do not sell any inventory or physical products.  Each month, we perform a standard set of services at a client site.  I have these services synchronized between Dynamics Business Central, Sales, and Field Service.
 
I am working on setting up the agreements for our clients, but am running into an issue when it comes to to the Agreement Invoice Setup.  When I try to add that service to an invoice, in the only location I see (Invoice Products), I get an error message that I can only configure Inventory and Non-Inventory items.
 
Questions:
  1. Is there a way to invoice a client for a regularly-recurring service in a Field Service agreement, when the item or product is categorized as a service?
  2. If not, do I need to change the categorization to non-inventory?
Thank you for any insight you can offer,
Steve
  • Verified answer
    Saif Ali Sabri Profile Picture
    1,081 Super User 2025 Season 1 on 17 Mar 2025 at 05:58:27
    Agreement Invoiceing - Bill for Service
    In Dynamics 365 Field Service, the Agreement Invoice Setup only supports Inventory and Non-Inventory products. Service-type products are not allowed for invoicing through agreements.
    Solution:
    1. Convert the service item to Non-Inventory in Dynamics 365.
      • Navigate to Products in Field Service.
      • Locate your service item and change the Product Type to Non-Inventory.
      • Ensure it is synced correctly across Business Central and Sales.
    2. Use Agreement Invoice Setup:
      • Add the Non-Inventory item to the Invoice Products tab in your agreement.
      • Set the appropriate billing frequency.
      • The system will then generate invoices based on the agreement terms.
    This will allow you to bill for recurring services while maintaining proper synchronization across Dynamics 365 modules.

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