Name: Create invoices with bundle per customer - Microsoft Dynamics 365 Business Central
Uploaded: 2022-09-20T16:45:46+02:00
Duration: 1 min 56 s
Description: If I wish the system to bundle my invoices per customer when I create them, I can do that in the create invoice report that runs through all the different subscriptions and create invoices based on them.

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An advanced video is for the experts, and it requires detailed knowledge about the specific area of Business Central. Advanced Watch "the details", if you need detailed knowledge about a specific topic. These videos are only relevant for particular users. The Details This video includes functionality from the app "Subscription Management" which is available at Microsoft AppSource. Click to visit AppSource. Subscription Management

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Presenter: Mette Thavlov Neukirch

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If I wish the system to bundle my invoices per customer when I create them, I can do that in the create invoice report that runs through all the different subscriptions and create invoices based on them.

This is what happens in the video

So here I have three different ones, I can just do a filter on those three.

And I use the filter to this value shortcut L+F3, and you can see that I have three on the same customer here, and I want to bundle them into one invoice. That’s goal.

And I can just remove the filter because I want to still run it for all but if there’s subscriptions on the same customer, it should bundle them into one invoice.

So I still go to create invoices. I have to fill out my dates as I want them to be and then I choose the invoice per customer version here.

So I want to bundle per customer, not per subscription but per customer.

I can add heading text if I want to, and add any filters that I want to use here. I’ll just say okay.

And then if I go to sales invoices, I only have one invoice here for that customer, even though there were three different subscriptions.