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Multiple creation of selling invoices

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Posted on by Luca95

Good evening everyone,

I am writing to kindly ask you a help to better do my work on NAV.

Once a month I have to create about 500 sell invoices that are mainly similar. Everytime i have to create invoices from scratch one to one. It takes 2 days

What i fill in the invoice are: Customer name, document date,registration date, type of invoice, gl account, description , amount, vat code,budget code, department code. And following to the bottom boxes : payment method, bank details.

Basically the dates are always the same, and the description too. All the other details vary from invoice to invoice.

Is there a way to import data from excel or a section in nav that when you fill in 500 rows it creates automatically 500 invoices taking data from the rows?

Thank you everyone

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André Arnaud de Cal... 301,020 Super User 2025 Season 2 on at

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Hi Luca95,

You posted the question in the wrong forum (Dynamics 365 Finance instead of Dynamics NAV). I have moved the question to the correct forum for you.

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Luca95,

Wow 500 invoices repeated monthly. Are you creating Subscription Invoices? I have heard of an Addon from Binary Streams that was being used in NAV but not sure they are supporting anymore.

You have a few options:

1. Recurring Sales Invoices. Here you can setup as follows:

Can Microsoft Dynamics NAV handle recurring invoices? Yes, it can! And you can do so by using the “Create Recurring Sales Invoices” function under Financial Management > Receivables.

To utilize this function, a standard sales code should be created and assigned to customer cards. For example:

Once the code is created, you are half way done. Assign the code to the customer card. When you do that, you can also enter other information such as valid date, payment methods, terms, etc.:

That’s it for setup! Now go under Financial Management > Receivable and Create Recurring Sales Invoice. You can enter the order date and posting date in this screen; or filter by Sales Code and Customer number:

I think that this is an easy and simple way to create sales invoices that occurs periodically. It can be used for leases, simple monthly services, some miscellaneous charges, etc.

2. Use RapidStart Configuration package to import the Sales Header and Sales Lines for the 500 documents.

In both cases you set it up once and just repeat.

Hope this helps.

Thanks,

Steve

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