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Recurring invoice posting

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Posted on by Community Member

Hi Everyone,

I am struggling with the following issue. We are trying to set up a recurring invoice generation and posting for a real estate company which has many rent related transactions.

The setup was nothing hard to do:

1. Recurring free text invoice

2. Recurring free text invoice assignment to a customer

But the problem came after generation. After the invoices were generated, the Post button remains inactive. In some environments it is active.

We found come relationship with the "in progress" status. The code explicitly said that "in progress" are disabled for posting.

Can you share some details regarding the setups and constrains related with the generated recurring invoices?

Thanks,

Simeon

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Ludwig Reinhard Microsoft Employee on at

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Hi Simeon,

Can you identify/classify the invoices that can be posted?

Is it only the status field that differentiates those invoices that can be posted from those that cannot or are there other things / setup / configurations that can be responsible for that?

Best regards,

Ludwig

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André Arnaud de Cal... 301,231 Super User 2025 Season 2 on at

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Hi Simeon,

If this read estate company has many rental objects, I would suggest to look for a property management/real estate solution. You can find some on the AppSource: appsource.microsoft.com/.../apps

These solution are automating and controlling the recurring invoices in a better manner. There are also options for indexing amounts and other real estate related features.

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Community Member on at

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Hi Ludwig,

If the condition is only status based, an approval workflow should be able to somewhat fix the process.

What type of workflow should I use though? Recurring invoice or Free text invoice? Also when I tried to use an approval workflow, it didn't change the status of the invoice.

Thans,

Simeon

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