Service | Customer Service, Contact Center, Fie...

Agreement Invoice Recurrence help needed

(0) Share

Report

Posted on by crham

378

Trying to figure out how to invoice for security monitoring services using Dynamics Field Service Agreements.

I created a product non-inventory item for the monitoring.
I create an agreement
I create an invoice setup and add the product
I create an invoice recurrence
I activate the agreement

No invoice is created (the recurrence starts in the past by the way but extends into the future).

Why not?

What am I missing?

All responses (3)

Answers (0)

Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Agreement Invoice Recurrence help needed

Hi Partner,

Is there an invoice date record created?

If the OOB method is not feasible, perhaps you could consider using power automate to create invoices automatically, but this may require a lot of customisation steps.
crham 378 on at

Like (0)

Report

RE: Agreement Invoice Recurrence help needed

Yes. We're not doing any Work Orders just invoices with this agreement.

I found out that if the invoice start date is in the past then it is not creating the invoice. I'd like to create these invoices from Jan 1 this year. How can I get it to go ahead and create these invoices with past dates?
Leah Ju Microsoft Employee on at

Like (0)

Report

RE: Agreement Invoice Recurrence help needed

Hi crham,

Field Service agreements allow organizations to automatically generate work orders and invoices with predefined details, frequency, and date ranges.

Did you set up the steps listed in the document?

https://learn.microsoft.com/en-us/dynamics365/field-service/set-up-customer-agreements#scenario-2-auto-generate-invoices