Recurring invoices

  • Recurring invoices

    Posted by Karen Vernon on April 17, 2023 at 2:43 pm

    Hello,

    I am trying to create recurring invoices for a subscription service.

    I have created recurring sales lines using an item, but I cannot enter a dollar amount for the sale price.

    Does anyone know if I can create recurring invoices with a dollar amount in some other way?

    Thanks,

    Karen

    Karen Vernon replied 1 year, 3 months ago 2 Members · 5 Replies
  • 5 Replies
  • Karen Vernon

    Member
    April 17, 2023 at 2:44 pm
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    Also, I am using Business Central SaaS.

  • Eric Mielke

    Member
    April 17, 2023 at 3:12 pm
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    Hey Karen,

    You can actually add the amount excluding tax field to the standard sales line template through personalization.

    • Karen Vernon

      Member
      April 17, 2023 at 3:25 pm
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      Thanks Eric. I’ve tried that, but the system states “Type must not be Item”.

  • Eric Mielke

    Member
    April 17, 2023 at 3:34 pm
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    Yes that would be an issue.

    In that instance, in addition to the recurring item set up, what I would do set up a sales price for that customer/item. Then when you generate the invoice the recurring sales line will bring in the item and it will pull the price from the customer sales price.

    You can set up the price by going to Prices & Discounts > Prices on the customer card, then you just need to select the applicable item and set its price.

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