Skip to main content

Notifications

Announcements

🌸 Community Spring Festival 2025 Challenge & Updates🌸
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Subscription Billing -...
Finance | Project Operations, Human Resources, ...
Suggested answer

Subscription Billing - Invoice Batchjob Generates but no option to Send Invoices

(3) ShareShare
ReportReport
Posted on by UAli 129
Hiya,
 
We are testing the setup of the subscription billing module to issue monthly invoices to customers for subscriptions. All looks to be working fine and setup is pretty basic. However, one of the issues i am having is, i have got the batch job working to generate the invoices as expected. However, there is no option as part of the batch job to use the standard print management output (to allow for the invoices to be emailed at the same time as being generated). We ideally do not want to have to manually go to the sales order / free text invoice forms and then separately issue the invoices out.  
 
Just wondered what other users are doing to deal with this issue ? 
 
Thanks
Categories:
Dynamics 365 Finance
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 1,823 Super User 2025 Season 1 on at
    Subscription Billing - Invoice Batchjob Generates but no option to Send Invoices
    Since your invoices are based on Sales Orders, we’re on the right track focusing on Sales Invoice batch printing via Print Management.
    You’re also right to point out that Accounts receivable > Periodic > Sales update > Batch invoice printing may not appear in all environments. This can depend on your D365 version, feature management settings, and security roles. Let’s work through this step-by-step to get you to a working solution.
    ✅ Confirmed Option: Use “Invoice Journal” to Batch Send Sales Invoices via Print Management
    Since you're working with posted Sales Order invoices, the most reliable out-of-the-box method to batch print/email them is through the Invoice journal.
    📍Navigation:
    Accounts receivable > Inquiries and reports > Invoices > Invoice journal
    📌 Steps:
    1. Go to Invoice journal.
    2. Filter for the invoices you want to send (e.g., today’s date, invoice account, etc.).
    3. Select multiple invoices using checkboxes (Ctrl+Click or Shift+Click).
    4. On the Action Pane, click: Print > Use print management
    This sends all selected invoices to the destination defined in Print Management for each customer (typically email or PDF to printer).
    🛠️ If You Prefer Full Automation (Post + Print Together):
    Since the Generate Invoices batch from Subscription Billing only posts, you can:
    Option A: Use a Custom Batch Job or Logic App / Power Automate to:
    • Detect newly posted invoices.
    • Trigger SalesInvoiceController class (or SalesInvoiceJournalPrint report) using Print Management setup.
    Option B: Use Document Routing Agent or Print Distributor with Print Management to send docs after posting (for large-scale automation).
    🔍 Missing “Batch Invoice Printing”? Here's Why:
    If you still want to track down the "Batch invoice printing" option (for posting + printing in a single step), it might be missing because of one of these:
    1. Feature Not Enabled
      Go to System administration > Workspaces > Feature management
      Search for: Batch sales invoice posting and printing
      Enable if available.
    2. Menu Personalization or Security Role Issue
      Try accessing this menu using the menu item name directly:
      • Open Ctrl + Shift + P (Global search).
      • Type: SalesInvoiceJournalPrint
      • Or type: “Batch sales invoice posting” to check if the report exists.
    3. Module Mismatch
      If you’re using Subscription Billing via Revenue and Expense Deferrals (Project-based), the invoice handling may be redirected through Project Accounting or Billing Schedules — check the originating document.
    ✅ Summary
    • Use Invoice journal to batch send posted sales invoices via Print > Use print management.
    • “Batch invoice printing” may not be visible depending on version/features — it’s not strictly required if you’ve already posted invoices via subscription billing.
    • For automation, consider a custom batch job or Power Automate to bridge posting and print management.
  • UAli Profile Picture
    UAli 129 on at
    Subscription Billing - Invoice Batchjob Generates but no option to Send Invoices
    Hi Saif,
     
    The invoices are driven from the Sales order, not free text invoices. 
     
    I am still not able to see the menu path you have outlined as below:
     
    If You Want Batch Print (Sales Invoices Only):
    1. Navigate to:
      Accounts receivable > Periodic > Sales update > Batch invoice printing
    2. This allows batch selection of posted sales invoices.
    3. Configure print destination via Print Management per customer/account.
     
    I can see the below options under periodic tasks, there is nothing in there for batch invoice printing. 
     
     
    Thanks
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 1,823 Super User 2025 Season 1 on at
    Subscription Billing - Invoice Batchjob Generates but no option to Send Invoices
    You're absolutely right to notice that the "Invoice" menu under Accounts receivable > Invoices > Batch invoicing > Invoice leads to a posting and printing screen, not one for printing already posted invoices. This can be confusing, as the UI labels are somewhat misleading.
    Let me clarify and give you a more precise path to print (email) already posted invoices using Print Management — without reposting.
    ✅ Correct Path to Print Already Posted Invoices via Print Management
    For Free Text Invoices:
    1. Go to:
      Accounts receivable > Invoices > Free text invoices > Posted free text invoices
    2. Filter/select the invoices you want to send.
    3. Click on the Print management button on the action pane (under Invoice tab).
    4. Select Use print management to send/email the invoice per the customer's print management setup.
    ❗ There is no out-of-the-box batch print screen for free text invoices like there is for sales invoices. To batch send these, you would need to:
    • Use a custom X++ job, or
    • Use Document routing agent and Electronic Reporting, or
    • Trigger via Power Automate (Dataverse/CDS connection).
    For Sales Order Invoices:
    1. Go to:
      Accounts receivable > Inquiries and reports > Invoices > Invoice journal
    2. Select the posted invoice records (these can include subscription-based invoices).
    3. On the Action Pane, click Print > Use print management.
    If You Want Batch Print (Sales Invoices Only):
    1. Navigate to:
      Accounts receivable > Periodic > Sales update > Batch invoice printing
    2. This allows batch selection of posted sales invoices.
    3. Configure print destination via Print Management per customer/account.
    🛠️ Custom Option for Free Text Invoice Batch Sending
    Since free text invoices lack batch print capabilities, you may:
    • Create a small custom batch class that:
      • Queries CustFreeInvoiceTable (posted invoices).
      • Calls SrsPrintMgmtDocType.print() with correct report name and parameters.
    • Or integrate with Power Automate, triggered on invoice creation or status update.
    ✔️ Summary
    Invoice Type Batch Print Available? Path / Notes
    Sales Invoice ✅ Yes Accounts receivable > Periodic > Sales update > Batch invoice printing
    Free Text ❌ Not OOTB Posted free text invoices → manually use Print management
    Workaround ✅ Via Custom / Power Automate For full automation of free text invoice sending
    Let me know which invoice type you're using (free text vs sales), and I can walk you through setting up a specific method for batch sending.
  • UAli Profile Picture
    UAli 129 on at
    Subscription Billing - Invoice Batchjob Generates but no option to Send Invoices
    hi Saif,
     
    Thanks for the reply. I was trying to follow your Option A step 3 (Accounts receivable > Invoices > Batch invoices > Print management preview (or batch print). However, i can only see Accounts receivable>Invoices>Batch invoicing>Invoice - and this appears to be taking me to the screen to post and print invoices, as opposed to just print. 
     
     
    Thanks
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 1,823 Super User 2025 Season 1 on at
    Subscription Billing - Invoice Batchjob Generates but no option to Send Invoices
    You're encountering a known limitation in the current Subscription Billing module in Dynamics 365 Finance where invoice generation via the Generate Invoices batch job does not automatically trigger Print Management to send or email the invoices upon creation. Here's a practical solution that many organizations use to automate the sending of invoices right after they are generated:

    ✅ Recommended Solution: Use a Two-Step Batch Job Process with Print Management Integration

    Step 1: Generate Invoices via Subscription Billing Batch Job

    • Continue using the current batch job to generate invoices from your subscriptions. This creates either free text invoices or sales orders (depending on your setup).
    • These invoices will be created in a posted status, but no print/email actions occur at this point.

    Step 2: Automatically Send Invoices Using Print Management via a Separate Batch Job

    • Use a custom or scheduled batch job to retrieve the posted invoices and trigger print management to email or print the documents.
    Option A: Use Electronic Reporting (ER) with Print Management
    1. Configure your invoice document (PDF, email body, etc.) using Electronic Reporting (ER).
    2. Assign the ER format to the respective Print Management settings for either Free Text Invoice or Sales Invoice.
    3. Use the Accounts Receivable > Invoices > Batch print functionality to send emails using print management rules.
      • Path: Accounts receivable > Invoices > Batch invoices > Print management preview (or batch print).
    Option B: Custom Batch Job (X++) [Advanced]
    If you need full automation, consider building a custom batch job that:
    • Identifies posted subscription invoices (via custom flags or document origin).
    • Calls the SrsPrintMgmtDocType.print() method to trigger email sending through Print Management.
    • Can be scheduled post-invoice generation to avoid timing issues.

    🔁 Optional: Use Power Automate for Document Delivery

    If you're open to extending outside of D365:
    • Use Power Automate to monitor new posted invoices (e.g., via a Dataverse or Business Events trigger).
    • Automatically generate and send PDF invoices via email.

    🧠 Summary

    Since the Subscription Billing batch job doesn't handle print/email, the best approach is:
    • Generate invoices via the batch job (keep as-is).
    • Use either:
      • The batch print feature in AR (leveraging Print Management).
      • A custom batch job for full automation.
      • Or Power Automate for external handling.
    Let me know your preferred path, and I can provide exact steps or code examples if needed.
     
  • Suggested answer
    Adis Profile Picture
    Adis 3,588 Super User 2025 Season 1 on at
    Subscription Billing - Invoice Batchjob Generates but no option to Send Invoices
    Hi,
     
    Have you looked into sending invoices per email in general, independently from the subscription billing functions? 
     
    If you set the recurrency shortly after the invoices are created, it should work near real time.
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

🌸 Community Spring Festival 2025 Challenge & Updates🌸

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,095 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,866 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans