Recurring Billing with individual invoice dates per contract

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Posted on by AXEON Man

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Our scenario is probably not that uncommon. As a Microsoft Partner, we have a number of M365 customers, and we'd like to use BC Subscription Billing to do this. We've set up the items, contracts, subscription lines, etc and have a billing proposal that looks great. It shows each period with the correct start and end date for the individual monthly subscription lines for customers.

The problem is when we go to create the document, it puts all of the visible totals form the billing proposal into an invoice -with no respect for the "Billing To" date.

Now, this is just with a single contract test. We have many of them and what I'm trying to accomplish is to at any point, create and bill invoices based on the contract monthly periods. Say, on 5/31/25, I'd want to create the invoices for all subscription contracts that ended in May and send them out.

Is this a billing template issue? Maybe I've set up the lines wrong?

Here is a screen shot of the billing proposal:

The Customer Contract Lines:

Thank you for your help.

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Dynamics 365 Business Central

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Ramesh Kumar

7,529 Super User 2025 Season 2 on at

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Subscription Billing > Setup > Billing Templates Check these key fields:

Field	What it Controls
Invoice per period	Ensures invoices are split by each period
Use Billing From / To Dates	Enables BC to respect your cutoff date
Include Future Billing Periods	🔴 Should be turned off unless you explicitly want future periods billed early

Make sure “Invoice per period” is ON to prevent aggregation.

Thanks

Ramesh

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

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Hi, hope the following can give you some hints.

https://learn.microsoft.com/en-us/dynamics365/business-central/srb/recurring-billing#create-posting-documents

Thanks.

ZHU

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AXEON Man 1,075 on at

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I want this to be the answer, Ramesh but I can't find anything in my BC version (Version: US Business Central 26.0 (Platform 26.0.33695.0 + Application 26.0.30643.33672)

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AXEON Man 1,075 on at

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Thank you for trying to help, Zhu, I've been all through those documents and can't find the level of detail I need.

Because each of the subscriptions runs its own start and end dates, I need billing to accomodate this. If I set the billing date to 4/30/25, I get partial amounts for the month. I want full month billings for these billing proposals/documents even through each subscription will have its own start and end date.

It is ridiculous to have to create billing proposals individually for each month for each contract to accomodate this.

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AXEON Man 1,075 on at

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Essentially, the system OOB wants to only observe the calendar month. I need to invoice based on contract term months.

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AXEON Man 1,075 on at

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I thought I'd post this for anyone else struggling to get this module working and understand the documentation (with new terminology in the latest update).

My issues were two-fold.

1. Only make a billing proposal for what you intend to invoice -it's not like deferrals, whatever date you have as the invoice date, the billing proposal will look for "next billing date" in the Subscription Lines and make billing proposals for any un-invoiced lines prior to that date.

2. The bigger issue was in making billing proposals (and on Billing Templates), if you put anything in the "Billing To Date" field, it will override billing term info in the individual subscription lines. So, leave it blank if you want clean billing amounts based in what is in the subscription lines.

So, now I'm getting the results I want.

Here are lines from a Customer Subscription Contract:

My billing proposal for 4/30/25 with no "Billing To Date" info:

Exactly the amounts I want to put in my invoice document for that contract.

I hope this helps someone else!

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Khushbu Rajvi. 20,603 Super User 2025 Season 2 on at

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

https://learn.microsoft.com/en-us/dynamics365/business-central/srb/recurring-billing

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Sohail Ahmed 11,150 Super User 2025 Season 2 on at

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Thanks for sharing this — it will definitely help others facing the same challenge.

You're absolutely right, and to summarize for clarity:

1. Billing Proposal = What You Intend to Invoice

It's not like deferrals. The system looks at the Next Billing Date on each subscription line.

Only those due before or on the Invoice Date will be included.

2. Leave “Billing To Date” Blank Unless Overriding

If you fill in the Billing To Date, it overrides the billing term logic from the subscription lines.

To follow the individual contract terms as expected, leave this field blank.

This behavior isn’t very intuitive, so your explanation helps make it much clearer.

Mark below checkbox to make this answer Verified if it helps you.

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