payment schedule for the service contract

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Posted on by Aspen

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Does BC has out of box feature to generate payment schedule for service contract? I didn't find any based on my search? Just wondering if I missed anything. Thanks!

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Dynamics 365 Business Central

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Holly Huffman 6,530 Super User 2025 Season 2 on at

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Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today!

Business Central (BC) does not have an out-of-the-box feature specifically designed to generate payment schedules for service contracts. However, you can achieve this functionality through the following approaches:

1. Recurring Sales Invoices

Use Recurring Sales Invoices to simulate a payment schedule. You can set up recurring invoices for the service contract with the desired frequency (e.g., monthly, quarterly).

Navigate to Sales & Receivables Setup and configure recurring invoice templates for the service contract.

2. Service Contract Invoicing

While BC supports service contracts, the invoicing is typically tied to the Service Management module. You can define the billing period (e.g., monthly, yearly) in the service contract setup, and the system will generate invoices based on this schedule.

Ensure that the Invoice Period field is set correctly in the service contract.

3. Custom Development

If the above options don't meet your needs, consider custom development. A developer can create an extension to generate payment schedules automatically based on your specific requirements.

4. Third-Party Add-Ons

Explore third-party solutions available on Microsoft AppSource. Some add-ons are designed to enhance service contract management and may include payment scheduling features.

Hope this helps some!

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Ramesh Kumar 7,527 Super User 2025 Season 2 on at

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Hi,

Business Central has new module called subscription billing lets you bill for contractually agreed services on a recurring basis. The integrated, flexible billing models support many subscription model scenarios for pricing models, price management, renewals, and billing periods and frequency.

https://learn.microsoft.com/en-ca/dynamics365/business-central/srb/welcome

Thanks

Ramesh

If this was helpful, please check the "Does this answer your question?" box and mark it as verified.

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YUN ZHU 95,729 Super User 2025 Season 2 on at

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As far as I know, there is no standard report, but you can consider customization or solutions such as Power BI.

Hopefully other experts can give you better advice.

Thanks.

ZHU

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

Business Central does not have an out-of-the-box feature specifically for generating payment schedules for service contracts. You may need to explore custom solutions or extensions to achieve this functionality.

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Khushbu Rajvi. 20,441 Super User 2025 Season 2 on at

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Agree with the previous responses, customization needed.

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Mansi Soni 8,909 Super User 2025 Season 2 on at

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Business Central does not have an out-of-the-box feature specifically for generating a payment schedule for service contracts. While Service Contracts in BC allow for periodic invoicing, they do not automatically generate detailed payment schedules. You may need to use Recurring Sales Invoices or set up customized billing schedules through extensions or custom development. If you’re looking for automation, exploring Power Automate or third-party apps might be helpful.

Hope this answer will help you!

Regards,
Mansi Soni

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Vahid Ghafarpour 12,147 Super User 2025 Season 2 on at

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