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Small and medium business | Business Central, N...
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installment plan against sale invoice

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Posted on by 66

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.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 993 Super User 2024 Season 1 on at
    RE: installment plan against sale invoice

    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.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,848 Super User 2024 Season 2 on at
    RE: installment plan against sale invoice

    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

  • Suggested answer
    Alex Chow Profile Picture
    Alex Chow 4,481 on at
    RE: installment plan against sale invoice

    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

  • Afazal Profile Picture
    Afazal 66 on at
    RE: installment plan against sale invoice

    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.

  • Suggested answer
    JAngle Profile Picture
    JAngle 46 on at
    RE: installment plan against sale invoice

    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.

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