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Is there a way to automate drafting sales invoice periodically

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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?

  • Gavin Profile Picture
    Gavin 2,339 on at
    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:

    pastedimage1669288963406v2.png

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

    pastedimage1669288858775v1.png

    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

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    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.

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