(RUS) Print a recurring invoice
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Recurring invoices are invoices that are issued at regular intervals for the same amount. Some examples of recurring invoices are monthly rental fees, annual membership fees, and monthly retainers.
Complete the following procedures to print a recurring invoice:
Create a recurring free text invoice template.
Assign a free text invoice template to a customer, and enter recurrence details.
Generate and post recurring free text invoices.
Print recurring free text invoices.
Create a recurring free text invoice template
Use this procedure to create a recurring free text invoice template.
Click Accounts receivable > Setup > Free text invoice templates.
Create a new free text invoice template.
Enter the template name and description.
Select the VAT on payment check box to indicate that value-added tax (VAT) is accrued, so that it can be paid to the tax authority after the invoice payment, and to process the VAT on payment principle.
Select the Prices include sales tax check box to indicate that the invoice amount includes sales tax.
On the Invoice lines FastTab, assign an invoice line to the template, and then assign a main account and a unit count or amount to it.
In the Measurement unit field, enter the unit of measure for the invoice line.
Assign a free text invoice template to a customer and enter recurrence details
Use this procedure to assign a free text invoice template to a customer, and to specify when and how frequently the invoice recurs.
Click Accounts receivable > Common > Customers > All customers.
Select the customer to assign the template to.
On the Invoice tab, in the Set up group, click Recurring invoices to open the Recurring invoices form.
Click New.
Select the template. Enter the recurrence start date, select the recurrence pattern, and specify any additional recurrence information.
In the Agreement ID field, select the agreement registration number.
Generate and post recurring free text invoices
Use this procedure to generate invoices that are due, and that have free text invoice templates assigned to them. After the invoices are generated, you can use the Post recurring invoices form to post them.
Click Accounts receivable > Periodic > Recurring invoices > Generate recurring invoices.
In the Invoice date field, enter the date that appears on the invoices.
Select the template to generate invoices for.
Click OK to generate the invoice.
Click Accounts receivable > Periodic > Recurring invoices > Post recurring invoices.
On the Action Pane, click Post.
Print recurring free text invoices
After recurring invoices have been posted, use the Print customer invoice form to print recurring free text invoices.
Click Accounts receivable > Common > Free text invoices > All free text invoices.
On the Action Pane, click Print > Range.
In the Print customer invoice form, select a range of customers, a range of dates, or both.
Enter the account type, the from and to accounts, the type of date that is used, and the from and to date details.
Select the Use print management destination check box to print the invoice by using the print settings that have been set up. To specify the printer destinations for the invoice, click Printer setup, and then click OK.
In the Print customer invoice form, click OK. The invoice is sent to the printer destination that is specified. The total of the amounts on the invoice lines and the charges are displayed on the invoice.
See also
Post recurring invoices (form)
Customer recurring invoice totals (form)
Generate recurring invoices (form)
Recurring invoice lines (form)
Accounting distribution templates (form)