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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Automating Recharges
Finance | Project Operations, Human Resources, ...
Suggested Answer

Automating Recharges

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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?
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 307,829 Super User 2026 Season 2 on at

    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

    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. 

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