To setup the Recurring Invoices Extension in Business Central you will need to do the following.
Click on the magnifying glass (1) in the ribbon, which will open the search bar and enter “Sales & Receivables Setup” (2) then select it from the list (3).
Figure 1 | Navigate to Sales & Receivables
The Sales & Receivables screen will appear, scroll down the screen to the Number Series FastTab.
Figure 2 | Sales & Receivables Setup
There are three No. Series related to the Recurring Invoices here; out of the three as a minimum you will need to create the Recurring Invoice Template Nos. and add it to this setup screen.
Click on the drop down arrow (1) next to the Recurring Invoice Template Nos. field and click on '+New' (2).
Figure 3 | Select Recurring Invoice Template Numbers
The No. Series screen will open with a blank line ready for you to enter.
Enter a 'Code' and a 'Description' you want to use for your Recurring Invoice Templates (this is the Agreement you will set up with your customers).
Figure 4 | No. Series Screen
Next, enter the document numbers you want to use. For this you will need to ensure that the 'Recurring Invoice Template' line is highlighted (1), click on 'Navigate' (2) in the ribbon and then select 'Lines' (3).
Figure 5 | Enter Document Numbers
The No. Series Lines screen will open. Here you will populate the 'Starting No.' - e.g. RECTEMP000001 - 'Ending No.' - e.g. RECTEMP000001 - and 'Warning No.' - e.g. RECTEMP999950. You can use up to 20 characters of text. Once you have entered the numbers, close this screen.
Figure 6 | No. Series Lines
In the No. Series List screen, place a check mark in the 'Default' field and close this screen.
Figure 7 | No. Series List Screen
The newly created No. Series should now appear in your Sales & Receivables setup for Recurring Invoice Template Nos.
Figure 8 | Recurring Invoice Template Nos. Field
If you want to use the standard Sales Invoice and Posted Sales Invoice No. Series, you leave the Recurring Invoice Nos. and the Posted Recurring Invoice Nos. fields blank.
However, if you would like separate Recurring Invoice Nos. and Posted Recurring Invoice Nos., then repeat this process for the Recurring Invoice Nos. and Post Recurring Invoice Nos. until all 3 fields are populated.
You can have the same No. Series in both the Invoice Nos. and Posted Invoice No. fields. This means that you will only need 1 Invoice number series for this.
You may now close this window and return to Microsoft 365 Business Central.
Now that the setup has been done, we will outline how to configure Business Central for Astral Recurring Invoices.
In the search bar enter “Astral Recurring Invoice Terms” and select it from the list.
Figure 11 | Astral Recurring Invoice Terms
The Astral Recurring Invoice Terms page will open.
Figure 12 | Astral Recurring Invoice Terms
Within this screen, you can setup different agreement terms that will be displayed on the Recurring Invoice Agreement that you can send to your customers.
Click '+New' on the ribbon. On the blank line, enter a short 'Code' and 'Descriptive' text for your agreement terms.
Figure 13 | Setup Agreement Terms
Repeat this process until you have enough terms setup for your Recurring Invoice Templates.