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Job page · Accounts receivable

Post recurring invoices

A page that lists recurring free text invoice groups that have already been generated.

Used by
Accounts receivable clerk, Accounts receivable manager, Collections agent and 10 more roles
Business process
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Menu item
CustRecurrenceInvoiceGroup
Main table
CustRecurrenceInvoiceGroup
Data entity
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Setup steps
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Show what matters for

Everyone

1What it is and why

What it isA page that lists recurring free text invoice groups that have already been generated.
What you do hereUsed to view and print generated recurring invoices, check their totals, validate them for errors, and post them.
ExampleInvoicing customers regularly for the same amount: select the generated recurring invoice group, check Totals, select Validate to confirm there are no errors, and then Post.
Post recurring invoices page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathAccounts receivable › Invoices › Recurring invoices › Post recurring invoices
Set up firstGenerate recurring invoices Microsoft Learn ↗
Used next by—
Related pagesFree text invoice templates Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

  1. Go to Accounts receivable > Invoices > Recurring invoices > Post recurring invoices.
  2. Select the recurring invoice group in the list.
  3. Select Totals to check the totals for the group, and then select Close.
  4. Optionally select a line and select Details to view the free text invoice.
  5. Select Validate to check the selected invoices for errors without posting them.
  6. Select Post to post the selected invoices.

Source: Microsoft Learn ↗

Field guide

FieldWhat it meansWorked exampleTable column
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Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterDeleting an invoice from a recurrence before posting resets the customer's recurrence settings for that template so it can be generated again. With workflows on, invoices must be submitted before posting. Microsoft Learn ↗

Technical architect

6Technical

Menu itemCustRecurrenceInvoiceGroup Checked in Dynamics 365
FormCustRecurrenceInvoiceGroup Checked in Dynamics 365
TableCustRecurrenceInvoiceGroupShown as “Post recurring invoices” in Record infoKey field: RecurrenceInvoiceIdChecked in Dynamics 365
Data entities—
Who can open itPrivilegesView recurring customer invoice groups CustFreeInvoiceCustRecurInvGroupViewMaintain recurring customer invoice groups CustFreeInvoiceCustRecurInvGrpMaintainDutiesInquire into customer invoice status CustInvoiceCustomerInvoiceStatusInquireMaintain customer invoice transactions CustInvoiceCustomerInvoiceTransMaintainEnable invoice and cash process CustInvoiceInvoiceAndCashProcessEnableInquire into invoice and cash reference data CustInvoiceInvoiceAndCashRefDataInquireEnable invoice and cash process RentalCustInvoiceInvAndCashProcEnable
13 security rolesCollections agent CollectionLetterCollectionsAgentCollections manager CollectionLetterCollectionsManagerChief financial officer CompanyChiefFinancialOfficerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerkRental coordinator agent RentalCoordinatorAgentRental manager RentalManager
Checked in Dynamics 365
Actions on the pageButtons: Post, Totals, Validate, Post and transferChecked in Dynamics 365

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=CustRecurrenceInvoiceGroup
Integrate with—
Table definitionCustRecurrenceInvoiceGroup columns and relations Microsoft data model ↗

Everyone

8Sources and checks