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Is there a way to automate drafting sales invoice periodically

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Posted on by JNewen

An example of use case, we sell a monthly subscription to one of our client, is there a way to have Business Central draft up a sales invoice with the lines preconfigured, ready to be posted on a particular day of the month?

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Dynamics 365 Business Central

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Gavin 2,339 on at

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RE: Is there a way to automate drafting sales invoice periodically

Hi,

I dont know of a way to automate the sales invoice as standard however you can use "Sales Recurring Lines" to preconfigure the lines you want to go onto an invoice. For example, below is a Sales Recurring Line called "PACK" that contains two lines:

Then when raising a Sales Invoice, you can select the Sales Recurring lines function to pull on recurring lines.

You do have to assign the recurring lines to each customer, but I know it has worked well for other users in the past who create similar invoices or orders each week/month etc

Thanks

Gavin
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Nitin Verma 21,091 Super User 2024 Season 1 on at

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RE: Is there a way to automate drafting sales invoice periodically

There is no such functionality available to create the Sales Invoice automatically, but yes you can achieve by doing some development on t.