When you work with subscription billing in Business Central, you can see exactly which invoices belong to a specific customer or a specific subscription. You can find invoices through the customer entries, through the sales invoices on the customer card, or directly from the subscription order itself.
From inside a subscription order, the Open Invoice and Credit Memos function shows you draft invoices that have not been posted yet, along with any posted invoices and posted credit memos for that subscription. This gives you a filtered view of only the invoices related to that subscription, rather than scrolling through the full sales invoice list.
You can open a draft invoice from the subscription order to check it, and you can post it directly from there.
Finding invoices for a specific customer
You can always see which invoices have been generated for a specific customer. Go to the customer entries, or open the customer and look at the sales invoices listed there. This gives you the full picture of what has been billed to that customer.
Viewing invoices directly from the subscription order
You don’t have to start from the customer. You can also work within the subscription order itself. Open the order and use the Open Invoice and Credit Memos function.
This shows you three things:
- Draft invoices that are still in draft mode and have not been posted yet
- Posted credit memos that have been posted for this subscription
- Posted invoices that have been posted for this subscription
Checking and posting a draft invoice
When you go to the draft invoices, you can see the draft invoice that has been created for the subscription. You can open it to check that everything is correct, and you can post it directly from here.
Once posted, the invoice is also available in the full sales invoice list, which contains all draft invoices across the system. The advantage of going through the subscription is that you get a filter showing only the invoices related to that specific subscription. That makes it much faster to find what you’re looking for instead of searching through everything.
Q&A
How do I see all invoices generated for a specific customer in Business Central?
Go to the customer entries, or open the customer card and look at the sales invoices listed on it. Both options show you the invoices that have been generated for that customer.
Can I see invoices directly from a subscription order?
Yes. Open the subscription order and use the Open Invoice and Credit Memos function. It shows draft invoices that have not been posted yet, posted invoices, and posted credit memos for that subscription.
Can I post a subscription invoice from within the subscription order?
Yes. Open the draft invoice from the subscription order, check that everything is correct, and post it directly from there.
What is the advantage of viewing invoices from the subscription instead of the full sales invoice list?
Going through the subscription gives you a filter that shows only the invoices related to that specific subscription. The full sales invoice list contains all draft invoices in the system, so the subscription view is faster when you only need the invoices for one subscription.