Customer recurring invoice (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Accounts receivable > Common > Customers > All customers. On the Action Pane, click the Invoice tab. In the Set up group, click Post recurring invoices.
Use this form to assign free text invoice templates to customers and specify how frequently invoices will be sent to the customer.
Tasks that use this form
Key tasks: Recurring free text invoices
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Setup |
Set the invoice recurrence frequency and details. |
Activity |
View previous and future invoice generation information. |
Buttons
Button |
Description |
---|---|
New |
Assign a free text invoice template to this customer. |
Delete |
Remove the selected free text invoice template from this customer. |
Custom fields |
Open the Billing code custom fields form to view the custom field entries on this invoice. Note This control is available only if the Public Sector configuration key is selected. |
History |
Open the Customer invoice recurrence history form, where you can view the invoices that have been generated for this customer by using the selected template. |
Totals |
Open the Customer recurring invoice totals form, where you can view the number of invoices generated and the total amount of the invoices that have been generated by using the selected template. |
Fields
Fields |
Description |
---|---|
Active |
If Yes is displayed in this column, the template is active for this customer and new invoices will be generated. If No is displayed, new invoices will no longer be generated for this customer using the selected template. This occurs when either the end date or maximum cumulative amount has been reached. |
Billing classification |
Select the billing classification to assign to the recurring invoices that are generated for this customer using the selected template. Note This control is available only if the Public Sector configuration key is selected. |
Template |
Select the template to assign to the customer. |
Billing start date |
Enter the date when the first invoice will be generated. |
Recurrence end |
Select one of the following:
|
Maximum cumulative amount |
Enter the maximum cumulative amount that can be reached using the selected template. For example, if you enter 1,000.00 in this field and generate monthly invoices for 100.00 each, invoice generation will stop after the tenth invoice is generated. Note If the billing end date and maximum cumulative amount fields are both entered, invoice generation will stop when the first of the two values is reached. |
Currency |
The currency that is assigned to the invoice template. |
Generate recurring invoices by using the default values from |
Select whether to use the free text invoice template or the customer account to determine the default values for the language, posting profile, sales tax group, item sales tax group, list code, country/region for delivery, currency, terms of payment, method of payment, payment specification, payment schedule, cash discount, financial dimensions, and giro money transfer slip when invoices are created. |
Recurrence |
Select the recurrence pattern:
|
Next generation date |
The date that the next invoice will be generated for this customer using the selected template. |
Previous generation date |
The last date that an invoice was generated for this customer using the selected template. |
Previous invoice date |
The invoice date on the last invoice that was generated for this customer using the selected template. |
See also
Free text invoice templates (form)
Generate recurring invoices (form)
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