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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Generate recurring inv...
Finance | Project Operations, Human Resources, ...
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Generate recurring invoices batch job is not generating the invoices

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Posted on by Catalina Caddle 40

Hi everyone,

I need some expert advice on batch jobs, please. This bug came out of UAT whereby the batch job set up for generating recurring free text invoices is running but not generating the invoices. The error message is:

No invoices were generated because none matched the criteria provided.

When I check the parameters for the batch job, it shows me the original dates that I set up, which tells me that the batch job doesn't change the dates automatically in order to generate the invoices as per the setup. Could you please help me understand what I'm missing? How do I make this batch job run with the correct parameters, so that it generates the invoices on a daily/monthly basis? Also, how should I handle multiple recurring invoices and their batch jobs (e.g. different templates, different customers)? Should I have multiple batch jobs for 'Generate recurring invoices'? How does this work?

Your help is much appreciated! Thank you in advance!

  • CH-23050826-0 Profile Picture
    CH-23050826-0 4 on at
    Generate recurring invoices batch job is not generating the invoices
    Hello together, 
     
    we have the same issue here, it is not clear which criteria are checked so it can be verfied which Criteria are set wrongly..
     
  • Catalina Caddle Profile Picture
    Catalina Caddle 40 on at
    Generate recurring invoices batch job is not generating the invoices
    Hi Kevin,
     
    Thank you for that, unfortunately all it says about the batch job is the below and it's not sufficient to help me fix the issue I have:
     
     
    On the Recurring invoices page, there is a task that processes recurring invoice templates. You specify the invoice date and the template to generate the invoices from. Invoices will be generated and assigned a single recurrence ID number for each group of invoices that is processed.
     
    Thank you,
    Catalina
     
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Generate recurring invoices batch job is not generating the invoices
    Hi，
    You can refer to this official document: Set up and process recurring invoices - Finance | Dynamics 365 | Microsoft Learn, This article explains how to set up and process recurring invoices. You can use recurring invoices if you must invoice customers for the same amount on a regular basis.
    Best regards,
    Kevin

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