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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Where to setup Top Bil...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Where to setup Top Billing Items in Billing Schedule ?

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Posted on by Ken Manhattan 558
Hi,
 
In Subscription Billing - Billing Schedule, there is feature called Top Billing whereby we can just invoice lets say the top 2 lines of our billing lines. It was mentioned here -> https://learn.microsoft.com/en-us/dynamics365/finance/accounts-receivable/sb-generate-invoice#top-billing-items
 
May I know where is this setup exactly ?
 
Thanks
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  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    First, you need to turn on the subscription billing feature in the feature management workspace.


    After opening, go to the subscription billing page, select period tasks, and select Generate Invoice. On this page, the Split by item Group option must be set to Yes.



    In addition, you can also set relevant parameters on the Recurring contract billing parameters page.

    The top billing item is included in the milestone. When you set a group of items in the milestone template, using the percentage allocation method, percentage allows you to set a grouping of items in the Milestone template to be consumed at a percentage of the top billing item. The top billing item drives the rate. You can check out this link for more information.
    https://www.d365fandom.com/2022/10/subscription-billing-item-types.html
    Best Regards,
    Hana

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