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subscription billing - deferral for one time fees

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Posted on by 114
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?
  • D365 N00b Profile Picture
    D365 N00b 114 on at
    subscription billing - deferral for one time fees
     
    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. 
  • D365 N00b Profile Picture
    D365 N00b 114 on at
    subscription billing - deferral for one time fees
    @all
     
    any other ideas how to archive this requirement? 
  • D365 N00b Profile Picture
    D365 N00b 114 on at
    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?
  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,029 Super User 2025 Season 1 on at
    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
  • D365 N00b Profile Picture
    D365 N00b 114 on at
    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. 
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    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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