Recurring Invoices

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Greetings,

I trust this message finds you well.

I wish to bring to your attention that our organization has recently transitioned from Zoho Books to Dynamics. However, we are encountering challenges regarding the creation of recurring invoices for both customers and vendors. As a property management organization, our primary source of income is monthly rent.

We have followed the steps of creating recurring invoices as follows:

Creating an Invoice Template
Linking it to the respective customer/vendor
Generating the invoice
Posting the transaction

We have realized that we need to repeat this process each month/period, which proves to be labor-intensive and time-consuming. Could you kindly advise if there is a way to automate this manual process and have periodic invoices generated automatically from the system?

Your guidance on this matter would be greatly appreciated.

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AR-01121610-0 4,971 Moderator on at

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Hy,

you can enable, if not already enabled, the "Subscription Billing" in the Feature management.

This module enables you to create recurring invoices (sales order invoices or even free text invocies). Batch jobs will execute invoice creation and posting. Before using it this needs some configuration.

You can start here Subscription billing overview - Finance | Dynamics 365 | Microsoft Learn

and start learning here Get started with subscription billing in Dynamics 365 Finance - Training | Microsoft Learn

Hope this helps.

Herzliche Grüße / kind regards,

Andreas Raithel

D365FO Solution Architect

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