Setting up a recurring monthly invoice

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Posted on by Pouj

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I have a customer that needs to be invoiced on a monthly basis for services provided. The customer is also invoiced for other items as they purchase.

Is there a way I can set up an automatic recurring invoice for the monthly service?

Thanks,

John

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Suresh Kulla 50,269 Super User 2026 Season 1 on at

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Please check this link

www.encorebusiness.com/.../recurring-invoices-dynamics-nav-2013

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Pouj 164 on at

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Hi Suresh,

Thank you. I will review.

John

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Pouj 164 on at

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This link refers to NAV 2013. Would it also work in NAV 2016?

Thanks,

John

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Hannes Holst 5,767 on at

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[quote user="Pouj"]

This link refers to NAV 2013. Would it also work in NAV 2016?

Thanks,

John

[/quote]

Yes :-)

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Pouj 164 on at

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One other quick question. I have done the setup and now I am trying to test. I have setup the start date as Mar 31, 2018 and changed my work date to April 1, 2018 but I am not seeing the invoice posted to customer?

How can I test to make sure that it is working????

Thanks,

John

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Peyton Lupul on at

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Hi John,

Our Advanced Recurring Contract Billing NAV Module may be able to help you with this.

You can find some high level information here: binarystream.com/.../subscription-billing-dynamics-nav

Please feel free to reach out to me should you have any questions or would like to find out more about this solution.

Regards,

Peyton Lupul

Peyton@binarystream.com

(604)522-6300 ext. 112

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