Real Things I’m asked: Microsoft Dynamics 365 Business Central Recurring Sales Invoices

Dynamics 365 Business Central

Setting up standard sales invoice lines for recurring sales documents in Business Central streamlines the invoice creation process, ensuring consistency, saving time, and reducing errors.
Microsoft Dynamics 365 Business Central allows users to create standard sales invoice lines for recurring documents to simplify the process.
To add new standard invoice lines, users can search for "Recurring Sales Lines" in Business Central and navigate to the appropriate page.
Users can assign recurring sales lines to customers by selecting the Recurring Sales Lines action from the Related then Sales menu in Customer details.
Recurring sales lines can be added to sales documents manually or automatically based on specified criteria like date range and document type.
Users can manually add recurring sales lines to documents by selecting the Get Recurring Sales Lines option on the document.
Multiple sales invoices based on recurring lines can be created using the Create Recurring Sales Invoices batch job in Business Central.
The information provided is for informational and demonstration purposes only, referencing Microsoft Dynamics 365 Business Central 2023 Wave 2 online content.

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