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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Invoice reccurence (si...
Customer experience | Sales, Customer Insights,...
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Invoice reccurence (simple version)

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Posted on by Marian Buruiana 4

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,

  • Marian Buruiana Profile Picture
    Marian Buruiana 4 on at
    RE: Invoice reccurence (simple version)

    Hi, Leah .... can you help me with that? fee based, ofcourse.

    Thank you,

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Invoice reccurence (simple version)

    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.

    Ideas (dynamics.com)

    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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