Key tasks: Recurring free text invoices

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Recurring invoices are used to invoice customers regularly for the same amount.

What do you want to do?

Create a recurring free text invoice template

Assign a free text invoice template to a customer and enter recurrence details

Generate recurring invoices

Post recurring free text invoices

Print recurring free text invoices

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Use this procedure to create a recurring free text invoice template.

Click Accounts receivable > Setup > Free text invoice templates.
Click New.
Enter the template name and description.
On the Invoice lines tab, assign an invoice line to the template, and then assign a main account to it and a unit count or amount.
Optional: To distribute the line amount to multiple ledger accounts, click Distribute amounts. Enter the distribution information in the Accounting distribution templates form, and then close the form.
Optional: Repeat steps 4 and 5 for additional invoice lines.
Optional: To specify charges, such as freight and postage, click Charges.
1. Enter the charge information in the Charges form.
2. Optional: To distribute the charges line amount to multiple ledger accounts, click Distribute amounts. Enter the distribution information in the Accounting distribution templates form, and then close the form.
3. Close the Charges form.
To save the changes, close the form.

Use this procedure to assign a free text invoice template to a customer and specify when and how frequently the invoice will recur.

Click Accounts receivable > Common > Customers > All customers.
Select the customer to assign the template to.
On the Invoice tab, click Recurring invoices in the Set up group to open the Recurring invoices form.
Click New.
Select the template.
Enter the recurrence start date, select the recurrence pattern, and specify any additional recurrence information.
To save the changes, close the form.

Use this procedure to generate invoices that are due and that have free text invoice templates assigned to them.

Click Accounts receivable > Periodic > Recurring invoices > Generate recurring invoices.
In the Invoice date field, enter the date to appear on the invoices.
Select the template to generate invoices for.
Click OK. A message will be displayed indicating that the invoice generation was successful.

After recurring invoices have been generated, use this procedure to post the invoices.

Click Accounts receivable > Periodic > Recurring invoices > Post recurring invoices.
On the Action Pane, click Post.

Note

If the Post button is not available and your organization requires a review process for free text invoices, the invoice might not have been submitted or approved. If you have not submitted the invoice for approval, click Submit. To view the status of a submitted invoice, click Actions > View history.
Close the form.

After recurring invoices have been posted, use this procedure to print the invoices.

Click Accounts receivable > Common > Free text invoices > All free text invoices.
On the Action Pane, click Print > Range.
In the Print customer invoice form, select a range of customers, a range of dates, or both.
Select the Use print management destination check box to print the invoice using the print settings that have been set up. To specify the printer destinations for the invoice, click Printer setup, and then click OK when you are finished.
In the Print customer invoice form, click OK. The invoice is sent to the printer destination that is specified. The total of the amounts on the invoice lines and any charges are displayed on the invoice.
Close the form.