Recurring Invoices in Dynamics NAV 2013
Can Microsoft Dynamics NAV handle recurring invoices? Yes, it can! And you can do so by using the “Create Recurring Sales Invoices” function under Financial Management > Receivables.
To utilize this function, a standard sales code should be created and assigned to customer cards. For example:
Once the code is created, you are half way done. Assign the code to the customer card. When you do that, you can also enter other information such as valid date, payment methods, terms, etc.:
That’s it for setup! Now go under Financial Management > Receivable and Create Recurring Sales Invoice. You can enter the order date and posting date in this screen; or filter by Sales Code and Customer number:
I think that this is an easy and simple way to create sales invoices that occurs periodically. It can be used for leases, simple monthly services, some miscellaneous charges, etc.
Subscribe to receive our monthly newsletters with the latest updates all in one place! Get important product information, event recaps, blog articles, and more.