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Hi, all
I would like to create a recurring invoice (monthly), with or without products. Can someone help me with that (fee-based, of course)?
I have Microsoft Dynamics 365 - Customer Engagement license.
Thank you,
Hi, Leah .... can you help me with that? fee based, ofcourse.
Thank you,
Hi Marian,
Sales does not have OOB recurring invoices currently.
Perhaps you could try creating a scheduled flow using power automate to achieve similar functionality.
learn.microsoft.com/.../run-scheduled-tasks
Or you can create a new idea through the below URL, then ask your colleagues to raise up the votes.
Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.
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