web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Automating Recharges
Finance | Project Operations, Human Resources, ...
Suggested answer

Automating Recharges

(0) ShareShare
ReportReport
Posted on by Mia07 95

Does anyone know if it is possible to create an automatic recharge to a customer account. For example the process is:

  1. Client receives an Invoice for Roof Repairs 
  2. Client Pays invoice 
  3. The roof repairs are for a Franchisee that the Client has made the payment on behalf of
  4. The Client recharges the Franchisee (a customer account)  of the amount paid (sometimes including a mark-up) at the moment this is done manually by creating a Free Text Invoice. 
Is there a way to automate this process?
I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 299,386 Super User 2025 Season 2 on at
    RE: Automating Recharges

    Hi Mia07,

    When you talk about the client on point 1, do you intend to say that a company is receiving a vendor invoice? There might be some workarounds which probably need a small customization.

    You can consider direct delivery. In that case, you create a sales order and use the direct delivery functionality to create a corresponding purchase invoice. With this method, you would need a customization to set the sales price and apply the mark-up based on the vendor invoice.

    You can also consider using the project module where the roof repair can be posted as project expense. This can be invoices to the customer (funding source) with a certain markup.

  • Suggested answer
    CU24070352-2 Profile Picture
    CU24070352-2 on at
    Automating Recharges

    Does anyone know if it is possible to create an automatic recharge to a customer account.0816_7343_480 For example the process is:

    1. Client receives an Invoice for Roof Repairs 
    2. Client Pays invoice 
    3. The roof repairs are for a Franchisee that the Client has made the payment on behalf of
    4. The Client recharges the Franchisee (a customer account)  of the amount paid (sometimes including a mark-up) at the moment this is done manually by creating a Free Text Invoice. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 2,004

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 865 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 582 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans