Recurrent invoices

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Posted on by Maxim_msk

Hi,

i try to create recurrent invoices for customer. Actually, we sell monthly subscription for service so i wish to create some kind of invoice template and wish system to create/post it every month. Would be great to send every new invoice to customer.

So i checked this reference https://docs.microsoft.com/en-us/dynamics365/operations/financials/accounts-receivable/set-up-process-recurring-invoices#post-recurring-free-text-invoices

as i see it doesn't really give paths in D365fO.

I went to

Accounts receivable / Invoices / Recurring invoices / Free text invoice template and created template. I didn't understand how to connect it to customer. But ok.

Then i run Accounts receivable / Invoices / Recurring invoices - Generate recurring invoice, added customer and set generation in bacth job 10 times for every 10 minutes.

As i see batch is worked

Batch-job-history-_2D002D00_-Operations-2017_2D00_05_2D00_12-13_2D00_55_2D00_35.png

As i understand now i should Post invoice. I go to AR / Invoices / Post recurring invoices but can't see any of them:

Post-recurring-invoices-_2D002D00_-Operations-2017_2D00_05_2D00_12-13_2D00_58_2D00_06.png

What is my mistake?

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Ludwig Reinhard Microsoft Employee on at

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Hi Maxim_msk,

Have free text invoices been created?

Have you linked to templates to your customer(s)? This can be done in the all customers form, invoice tab - Setup recurring invoices.

Best regards,

Ludwig

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Maxim_msk on at

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In Accounts receivable / Invoices / All free text invoices i can't see any recurring invoice.

Template wasn't linked. Thought it's was in Generation.

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Ludwig Reinhard Microsoft Employee on at

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Hi, can you try to link it and start the generation again? Best regards, Ludwig

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Maxim_msk on at

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I look on Setup recurrent invoices form and not really get about "Generate recurring invoices by using the default amount choice" field:

if i choose Customer account - which values (and "products") system will use?

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Here is a simplified example. Would be great if you could try to replicate/test this on your test/demo machine before applying to your live system

1. Create free text invoice template

2. link template to customer

3. specify recurrance, end date, etc.

4. Make use of the periodic generate recurring invoice feature. If everything is ok, you should receive a message

5. post the generated free text invoices through the periodic posting button

Best regards,

Ludwig

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Maxim_msk on at

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Hi Ludwig,

Yes, this steps i performed but not all clear for me.

1. On step 3 how system will act if you switch to "Customer account" option?

2. This process is for free text invoice but what if i wish to create recurrence to invoice specified service (subscription) or even items?

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Ludwig Reinhard Microsoft Employee on at

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Hi,

For 1: The parameter that you refer to specifies whether the terms of payment, sales tax group, etc. will be taken from the template or from the customer account.

For 2:

- Service subscriptions can be incorporated either through a free text invoice or the subscription functionality that is available in the service module. The subscription process is completely different from the free text invoice process and requires the use of the project module. If you have not used the project module before, it might be easier using free text invoices.

- What kind of items do you want to sell on a regular basis and how do you want to incorporate this in AX (through projects, purchase orders, etc.)? Can you elaborate on that?

Best regards,

Ludwig

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Maxim_msk on at

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Hi Ludwig,

about recurrence: i can't understand how system will repeat generate invoices. On your screen i see Billing start date = 31 may 2017 and Pattern = Monthly.

Does this mean what invoice will be generated every 31st (last) day of the every month?

If not, what how system will calculate date?

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Suggested answer

Ludwig Reinhard Microsoft Employee on at

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Hi,

Yes, that's the meaning. FTI's will be created on a regular basis based on the pattern that you have setup. That's is not as flexible and powerful as the subscription functionality in the Project-Service module but can be used for similar purposes.

Best regards,

Ludwig

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Ludwig Reinhard Microsoft Employee on at

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Hi Maxim_msk,

Is there something open / unanswered here or can we get this thread verified and 'closed'?

Best regards,

Ludwig

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