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Overview of recurring invoices

Posted on by 8

Hi together,

im relatively new to BC and learning the use cases and basics. 

i created a recurring invoice to test a abonnement scenario - but where to find a overview of all recurring invoices? 

Thank you in advance for your help. 

BR

Lars

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,419 User Group Leader on at
    RE: Overview of recurring invoices

    WOW, I did not know about this Create Recurring Sales Invoices. It does use Standard Sales Codes aka Recurring Sales Lines.

    I will be using this in the future!

  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 3,668 Super User 2024 Season 2 on at
    RE: Overview of recurring invoices

    So basically for each Customer You can specify the items/services they are buying from You. For each line You specify the recurring period and end-date.

    Then You run the "Create Recurring Sales Invoices" process, which generates the Sales Invoices for all Customers and You can run Post Batch afterwards, or Post them manually.

    This way You can create that customer has invoice for some subscription each month, and something else on yearly basis. And if You have scenario that customer can subscribe for several subscriptions then You can add several reccuring sales lines for this customer. 

    And each month he would get 1 invoice with all the relevant lines in it. Once a year this invoice would include the Yearly item, and on other months only the monthly cost items.

  • Lars_M Profile Picture
    Lars_M 8 on at
    RE: Overview of recurring invoices

    Now I'm a little confused - I thought here was the solution.

    What is this mask responsible for then?

    pastedimage1683099025504v1.png

    Do you have any suggestions how to implement recurring invoice or do I have to rely on a custom development?

  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 21,783 Super User 2024 Season 2 on at
    RE: Overview of recurring invoices

    Business Central doesn't specifically have recurring invoices, but it has recurring lines that help create regular invoices that are recurring:

    learn.microsoft.com/.../sales-how-work-standard-lines

    learn.microsoft.com/.../purchasing-how-work-recurring-purchase-lines

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