Customer recurring invoice (form)

Article
05/05/2014

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: No end date – Invoices will be generated indefinitely until the template is removed from the customer account. Billing end date – Select this option and enter the last date that the invoice can be generated. Note This does not always mean that the last invoice for this template will be generated on this date. If the recurrence pattern does not generate an invoice on this date, or if a maximum cumulative amount is set and reached before the end date occurs, the end date will differ.
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: Daily – Select this option and enter the number of days in the Per field. For example, if you enter 15, an invoice will be generated every 15 days for this customer. Weekly - Select this option and enter the number of weeks in the Per field. For example, if you enter 2, an invoice will be generated every two weeks for this customer. Monthly - Select this option and enter the number of months in the Per field. For example, if you enter 6, an invoice will be generated every six months for this customer. Yearly – Select this option and enter the number of years in the Per field. For example, if you enter 2, an invoice will be generated every two years for this customer.
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.