Driving Efficiency with Automation: Transforming Sales Processes with Recurring Invoices in Microsoft Dynamics 365 Business Central

Businesses regularly invoice customers and require an efficient method to generate these invoices simultaneously. Microsoft Dynamics 365 Business Central offers a feature called “Create Recurring Sales Invoices,” which enables the batch creation of sales invoices for multiple customers using predefined recurring sales lines.

Pre-requisites

Business Central onCloud

Configuration:

To set up recurring sales lines. Search globally “Recurring sales lines” and choose the related link.

Now select the “New” action and fill in the fields as necessary.

There are some fields that are missing like Amount you can add it by Personalization and fill in the necessary data.

Now assign recurring sales line template codes to customers that you want to create invoices for them.

Now search for “Create recurring sales invoices”. On the Create recurring sales invoices page fill necessary data. In the Code filter field, enter the code for standard sales lines that are assigned to a customer that you want to create sales invoices for.

You can see sales invoices are created for the customers with the specified sales invoice template code.

To conclude, Microsoft Dynamics 365 Business Central’s recurring sales lines feature streamlines the creation of sales documents for transactions that occur regularly. By setting up standard sales lines and assigning them to customers, businesses can automate the insertion of these lines into sales documents, enhancing efficiency and reducing manual entry errors. This functionality is particularly beneficial for managing recurring orders, ensuring consistency, and saving time in the sales process.

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