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.

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

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.

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

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

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

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

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

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

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

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

How to create Deferred Entries form Purchase Invoices.

How to create Deferred Entries form Sales Invoices.

How to release the Deferred Entries to the Income Statement.

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

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

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