Recurring Sales Invoice

With Multi-Entity Management (MEM), users can create recurring sales invoices that differentiate pricing by entity, even when the same item is used. By associating header and line entities to standard recurring sales lines, users can generate invoices with entity-specific pricing.

For additional information, refer to Business Central's Create recurring sales.

Workflow

  1. Navigate to the Recurring Sales Lines page and set up the Header Entity and the Line Entity.

  2. Navigate to the Customer page and send the Recurring Sales Lines to a specific customer.

  3. Navigate to the MEM Create Recurring Sales Invoice page and click Run.

  4. Enter the Order Date, Posting Date, Customer No., and Code. Enter any filters as desired.

Each line entity is processed as a separate invoice, even when tied to the same customer or item.

Example

Suppose a customer must be billed for two instances of the same item, but with different unit prices. Two recurring sales lines are assigned—each with a distinct Line Entity and corresponding price from the Sales Price List. When the MEM Recurring Sales Invoice is run, two separate invoices appear, one per entity, each reflecting the appropriate unit price.

Note: Ensure unit prices for each item and entity combination are predefined in the Sales Price List before generating invoices.