How to Create Recurring Invoices within Microsoft Dynamics 365 Business Central

Instead of creating a new invoice every month for a client, save time by setting up recurring invoices to sell the same items or services to clients on a regular basis. Here’s how to set it up:

Step 1: Define your recurring sales line
Go to the “Recurring Sales Line” window in BC

• Create a new code – this is a unique number to identify a particular invoice
• Give the invoice a description – this is the title it will show under
• Change currency if needed
• Select type, item number, and quantity

 

Step 2: Attach to customer card
Open up the customer

• Go to Navigate > Related > Recurring Sales Lines
• Add code that you created above
• Select the dates
• Select payment method

 

Step 3: Generate sales invoice
Go to the “Create Recurring Sales Invoice” window

• Fill in the order date and posting date fields
• Select the customer
• Click “OK”
• A pop-up will appear letting you know the number of invoices created

 

Step 4: Review and Post
Go to the “Ongoing Sales Invoices” window

• Click into the sales invoice you just created
• Posting > Post