Skip to main content

Notifications

Service | Customer Service, Contact Center, Fie...
Unanswered

Up Front invoicing for service agreements

Posted on by
This relates to Dynamics 365 Field Service.
 
Hi! 
 
We sell single or multi year service agreements where the customer wants a single invoice up front and they want the invoice generated before the start date of the contract so that they can pay before the start date.   
example:    $50,000  in total   Agreement term:  1/1/2025 - 12/31/2026    Need is to generate invoice 11/5/2024 and customer intends to pay by 12/5/2024. 
 
As an organization we have to be able to bill in advance, and we can't be the only ones out there...
 
Karen
 
Categories:

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,113 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,928 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans