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Generate recurring invoices batch job is not generating the invoices

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Posted on by Catalina Caddle

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!

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Kevin Xia Microsoft Employee on at

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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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Catalina Caddle 50 on at

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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

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CH-23050826-0 4 on at

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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..

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BillurSamdancioglu 20,713 Most Valuable Professional on at

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Hı, If you can share some screen shots for the setup, we may help better. BEcause there can be varıous reasons.

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