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Small and medium business | Business Central, N...
Suggested Answer

Is there a way to automate drafting sales invoice periodically

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Posted on by 15

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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  • Suggested answer
    Nitin Verma Profile Picture
    21,788 Moderator on at

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

  • Gavin Profile Picture
    2,510 on at

    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

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