Small and medium business | Business Central, N...

installment plan against sale invoice

(0) Share

Report

Posted on by Afazal

145

Is there any facility available in D365 Business Central to create installment plans against sale invoices or purchase invoices?

e.g. there is a sale invoice of $1000, and customer want to make 4 payments against this invoice how i can make 4 installments of $250 each.

I have the same question (0)

All responses (5)

Answers (0)

Sort by

Suggested answer

JAngle 159 on at

Like (0)

Report
Copy link

Link copied!

I would recommend doing this with jobs. It is not possible with the sales module to handle this type of requirement. With jobs you can setup different billable lines with differing dates and then create invoices.

Was this reply helpful? Yes No
Afazal 145 on at

Like (0)

Report
Copy link

Link copied!

ok, suggestion is right, but there is any way to convert sale invoice into job auto and secondly how to close job without running WIP process because our purpose is to make sale invoices rather then to capture cost against job.

Was this reply helpful? Yes No
Suggested answer

Alex Chow 4,481 on at

Like (0)

Report
Copy link

Link copied!

We have an app created specifically for installment payment terms:

www.youtube.com/watch

The app is available for download and use on Appsource:

appsource.microsoft.com/.../PUBID.apcommerce|AID.installmentpaymentterms|PAPPID.b4b3b12a-b7f5-4afa-a717-63ad35d138be

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 102,843 Super User 2026 Season 2 on at

Like (0)

Report
Copy link

Link copied!

Hi, How about using Recurring general journals?

https://learn.microsoft.com/en-us/dynamics365/business-central/ui-work-general-journals#work-with-recurring-journals

Hope this helps.

Thanks.

ZHU

Was this reply helpful? Yes No
Suggested answer

IB-29041624-0 1,191 Moderator on at

Like (0)

Report
Copy link

Link copied!

I agree with Josh. If you want to solve this out of the box you can use Jobs.

Another option can be to use blanket orders.

Was this reply helpful? Yes No