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Create Sales invoice for one 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

If you want to create an invoice just for one subscription order, we can do that as well.

This is what happens in the video

Here I have opened a subscription, and maybe I have deleted the draft invoice because there was an error on it, or for some reason I want to create it just for this one.

I will go to the create invoice action here, and since I have already opened the subscription order that I want to invoice, the system will auto generate a filter for me here.

It should always be blanket order and we have the filter generated.

Of course, I can use normal filter function so if I want to add another number here on the filter, I can just do that manually here.

I need to consider the date, of course, I will leave them as they are.

And then I need to consider if the invoice should be generated per customer, it could also be per subscription or per line.

I have two lines on the invoice so I am able to generate two invoices for this subscription if I choose the line option, and they’re both within my date filter, but in this case, I’ll do it for the whole subscription.

And I can add a header text if if that’s relevant in this case.

I’ll just say okay, and then I can go up and see that an invoice has been created. And I can of course go and check it to see if I agree on what has been created.

And then I have just my normal procedure for posting and sending and everything.

And, of course, it will just be in the normal sales invoice list like all the other invoices in draft mode.

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