Job page · Accounts receivable

Generate recurring invoices

A task that processes recurring free text invoice templates to generate invoices.

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Everyone

1What it is and why

What it is	A task that processes recurring free text invoice templates to generate invoices.
What you do here	You specify the invoice date and the template; the system generates the invoices and assigns one recurrence ID to each group of invoices it processes, which are then posted.
Example	Billing customers for the same services on a regular basis, using a free text invoice template assigned to each customer with a start date and frequency.

Functional consultant · Solution architect

Business process	—
Menu path	Accounts receivable › Invoices › Recurring invoices › Generate recurring invoices
Set up first	Free text invoice templates Microsoft Learn ↗Recurring invoices on the customer Microsoft Learn ↗
Used next by	Post recurring invoices Microsoft Learn ↗
Related pages	—

End user · Functional consultant

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Field	What it means	Worked example	Table column
Invoice date	The date given to the invoices that are generated.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Shared or per company	—
Can it be undone	—
Feature or country	—
If you change it later	Generation stops for a customer when the template's maximum cumulative amount is reached or its billing end date has passed. Microsoft Learn ↗

Technical architect

Menu item	`action:CustRecurrenceInvoiceServiceOperation` Checked in Dynamics 365
Form	`SysOperationTemplateForm` Checked in Dynamics 365
Table	—
Data entities	—
Who can open it	—
Actions on the page	—

Developer

Open it directly	`https://<your-environment>/?mi=action:CustRecurrenceInvoiceServiceOperation`
Integrate with	—
Table definition	—

Everyone