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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Creating single line i...
Small and medium business | Business Central, N...
Suggested Answer

Creating single line invoice from a Service Contract

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Posted on by KD101 45

Hi everyone,

I have a setup whereby my customers have a monthly charge (subscription service) but they also pay a one off charge at the beginning which is a license fee that covers them for the whole year's subscription.

So we have setup a Monthly Service Contract for the monthly charge, which we will bill every month via direct debit. I have then created an Annual Service Contract that only has the one-off license charge on it, which will be debited on the first direct debit and never again. We are selecting the Pre-Paid slider and setting the invoice period to Annual for the one-off cost.

The problem we are having is that when we then raise the invoice, the invoice for the one-off (annual) charge is giving us 12 line items, with a monthly billing period and cost detailed on it. I want it to just have 1 single line with the full cost on it. For example, if the cost is £120, I want there to be one line item with "License Fee" and a value of £120, but what it is doing is giving me 12 line items with a billing period of every month, at £10 per month.

Would anyone be able to help how we can resolve this?

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  • Suggested answer
    CarmenNunes Profile Picture
    CarmenNunes on at

    Hello,

    I am not sure how you have created your Monthly Contract Service for the Annual invoice (12 months).

    But in case you aren't using Blanket Orders I would say that might be useful to use this flow from where you can enter all the detailed lines you want to Invoice during the year and create a single Order/Invoice per each line.

    Here's a link where you can find  some additional information how to work with Blanket Sales Orders, same procedures are use on Purchase side.:

    docs.microsoft.com/.../sales-how-to-create-blanket-sales-orders

    Hope this can help you.

  • KD101 Profile Picture
    KD101 45 on at

    Hi Carmen, thanks for replying and sending across the link.

    We are using Service Items and therefore Service Invoices at the moment, via a Service Contract. So the subscription charge that would be billed every month is setup as one contract, which creates an invoice every month, and the single charge is setup as another contract which should create a one-off invoice. We toggle on the Combine Invoices option so that the invoices link together.

    So I am not sure that the blanket order option would work for the one-off cost.

    Kathryn

  • Suggested answer
    CarmenNunes Profile Picture
    CarmenNunes on at

    Hi Kathryn,

    You can work with services Items also in Blanket Orders too, in fact for system all is referred to an Item you have just classified it as a Service at Item card, right? Or are you using some different type?

    Sorry but I don't play with Services Module for a while and not sure if  you use Item Card set as service or there are other type of Item at Services.

    In case you are using Item cards set as Service, you are able to use those Items in Blanket Orders, the point is those entries will not be reflected at services entries but at Item Ledger entries and all related tables when posting Final Invoice.

    I would say that all depends from how your customer is use to see all posted entries and from where it makes more sense to get data analysis.

    Hope this can help you.

  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    Worth considering that a service contract invoice will always divide by 12 months. Check this link for the calculation. You won't get the invoice from a line level as you want unless a modification is done: docs.microsoft.com/.../service-how-to-create-service-contracts-and-service-contract-quotes

    If it is a one off cost that is billed annually then you might want to take Carmen's idea and take it in another direction. There is the ability to create recurring sales invoices. Look at this post: www.encorebusiness.com/.../

    You could schedule the report to create an invoice for a specific customer and have the next run date to be in 1 year (1Y)

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