Astral Recurring Invoices

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Introduction to Astral Recurring Invoices.

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If the User to use Astral Recurring Invoice is a SUPER User, then no further setup is required, continue to the next section. However, if the Astral Recurring Invoice User is not a SUPER user, they will need a SUPER user to add them the permission set for Astral Recurring Invoice.

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A look at the Astral Recurring Invoices Business Manager Role Center.

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Guidance on how to setup and configure Astral Recurring Invoices including Sales & Receivables, Chart of Accounts, Date Placeholders, Recurring Invoice Terms, and Making Printing the Recurring Invoice Agreement Mandatory.

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How to create a Recurring Invoice template that acts as an agreement between yourself and your customer.

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Date Placeholders can be added to the Description field for Comment lines.

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Where the Recurring Invoice Template includes a line that is only applicable to the first invoice generated from the template.

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Configure the Recurring Invoice Schedule for either daily, weekly, monthly and yearly invoicing.

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Print the Recurring Invoice Agreement from the Recurring Invoice List page.

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Instruction on how to create Sales Invoices from Astral Recurring Invoice Templates.

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Business Central has “Deferral” functionality as standard, and Astral Recurring Invoices can use this functionality.

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Astral Recurring Invoices now includes “Deferred Entries” functionality, which is an alternative to using the standard “Deferral Code” functionality.

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How to create Deferred Entries form Purchase Invoices.

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How to create Deferred Entries form Sales Invoices.

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How to release the Deferred Entries to the Income Statement.

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The Recurring Invoice Template can also be configured to generate Sales Invoices that post Deferred Entries

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How to auto-create and auto-post Sales Invoices from Recurring Invoice Templates.

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Instruction on how to update the Astral Recurring Invoices extension and how to check your current version.

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When you have finished testing the extension in the sandbox and are ready to purchase.

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What to do when your trial period has finished and you would like to purchase an extension.

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