Astral Recurring Invoices - Help:

Create Sales Invoices

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There are two ways to create Sales Invoices from Astral Recurring Invoice Templates. You can either create them manually or run a routine to create multiple Sales Invoices for all Recurring Invoices.

To create the Sales Invoices manually, go to the Astral Recurring Invoices list page first.

In the search bar enter “Astral Recurring Invoices” and select it from the list.

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Figure 1 | Search Astral Recurring Invoices

The Astral Recurring Invoices List page will appear. Click on an Invoice you created previously (1) and click 'Edit' (2).

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Figure 2 | Astral Recurring Invoices List Page

On the Astral Recurring Invoice page, click 'Process' (1) from the ribbon and then 'Make Invoices' (2).

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Figure 3 | Astral Recurring Invoice Page

A confirmation message will open, click 'Yes' to confirm.

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Figure 4 | Generate Invoices for Recurring Invoice Confirmation

When the function has finished running for this Recurring Invoice Template, another confirmation message will appear, click 'Yes' to open the first Sales Invoice.

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Figure 5 | Confirmation of Created Invoices

You may now close this window and return to Dynamics 365 Business Central.

To run a routine to create multiple Sales Invoices for all Recurring Invoices, go to the Astral Recurring Invoices list page first.

In the search bar enter “Astral Recurring Invoices” and select it from the list.

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Figure 6 | Search Astral Recurring Invoices

The Astral Recurring Invoices List page will appear. In the ribbon, click 'Make All Invoices' to run the routine that will create Sales Invoices for all the Recurring Invoice Templates.

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Figure 7 | Astral Recurring Invoices List Page

A confirmation message will open, click 'Yes'.

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Figure 8 | Confirmation Message

When the routine has finished processing, another confirmation message will appear, click 'Yes' to view the first Sales Invoice.

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Figure 9 | Confirmation Message to view first invoice