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subscription billing - deferral for one time fees

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Posted on by D365 N00b

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Hello everyone,

I have a transaction that should only be settled once and should be cleared directly in the first month from the deferral account. Which setting do I have to make so that this one-time fee is directly credited to a revenue account?

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Kevin Xia Microsoft Employee on at

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subscription billing - deferral for one time fees

Hi,

According to the problem you described, it seems that you have some questions about the billing cycle, you can try to Set the Billing frequency field to One-time, which ensures that the fee will be settled only in the first month.

For more detailed steps, you can refer to this document: Billing schedule features - Finance | Dynamics 365 | Microsoft Learn.

Best regards,

Kevin

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D365 N00b 129 on at

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subscription billing - deferral for one time fees

hi @Kevin Xia

Thank you for your feedback. I am not talking about the billing frequency; I have already set it to "ONE-TIME."
I talking about the deferrals. The positions with the One-Time frequency should be credit in the first monts to a revenue account and not split up over the duration.

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saurabh bharti 15,039 Moderator on at

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subscription billing - deferral for one time fees

Hi,

If you just disable the deferral check box on transaction, it should just post to revenue directly on billing

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D365 N00b 129 on at

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subscription billing - deferral for one time fees

hi saurabh bharti

I tried to uncheck the checkbox , but I cant do that. any other ideas guys?

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D365 N00b 129 on at

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subscription billing - deferral for one time fees

@all

any other ideas how to archive this requirement?

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D365 N00b 129 on at

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subscription billing - deferral for one time fees

@saurabh bharti

I managed to uncheck the checkbox for deferrals. But still cant book the whole revenue in the first months for the one-time items.

the only way, I found is is set the End date on end of the contract starting month.

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