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Create invoices with bundle per subscription

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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

The most common way to run invoicing in the subscription app is to run a report that goes through all subscriptions for that month or a quarter or a year.

This is what happens in the video

And you can of course mix them so if you have monthly, you can run it monthly and then it will only take those on a monthly subscription, and wait until the next invoicing date suits the yearly or quarterly.

And I can run the report from the subscription list.

As I say, create invoices.

I need to fill in the dates. So based on the month I’m in and what document date I want and everything.

And then what I need to make sure is how I want the invoices created so should they be created per customer, that’s in another video, or per subscription or even per line on the subscriptions.

In this video, we will look into creating per subscription.

And I have several subscriptions on the same customer here.

So the system will create one invoice per subscriptions.

So if this customer has three subscriptions, they will receive three invoices.

I can add a heading text and any filters I want. I will just say okay.

So for example, I have this one Rush and Speed and I’ll set a filter on that customer number.

So there’s three different subscriptions on this one.

And if I go to the sales invoices, and in my list now, I have these three created on the same customer.

And that’s what I want to achieve if I choose the invoice per subscription.

And of course if I wanted these bundled, I would have chosen customer and you can see that in another video.

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