Solved: Agreement Invoiceing - Bill for Service

Agreement Invoiceing - Bill for Service

Hi,

We are a service provider and do not sell any inventory or physical products. Each month, we perform a standard set of services at a client site. I have these services synchronized between Dynamics Business Central, Sales, and Field Service.

I am working on setting up the agreements for our clients, but am running into an issue when it comes to to the Agreement Invoice Setup. When I try to add that service to an invoice, in the only location I see (Invoice Products), I get an error message that I can only configure Inventory and Non-Inventory items.

Questions:

Is there a way to invoice a client for a regularly-recurring service in a Field Service agreement, when the item or product is categorized as a service?
If not, do I need to change the categorization to non-inventory?

Thank you for any insight you can offer,

Steve

In Dynamics 365 Field Service, the Agreement Invoice Setup only supports Inventory and Non-Inventory products. Service-type products are not allowed for invoicing through agreements.
Solution:

Convert the service item to Non-Inventory in Dynamics 365.
- Navigate to Products in Field Service.
- Locate your service item and change the Product Type to Non-Inventory.
- Ensure it is synced correctly across Business Central and Sales.
Use Agreement Invoice Setup:
- Add the Non-Inventory item to the Invoice Products tab in your agreement.
- Set the appropriate billing frequency.
- The system will then generate invoices based on the agreement terms.