As a business, you may wish to batch post or schedule your "Payment Plan" invoices. To do this, in the search bar, type Create Payment Plan Invoices and click into the option that is shown below.
Here, a request page will open for you to select what filters you wish to apply. This is to filter on what Invoices you want to create so the most common example would be to click onto the +Filter button and search for Ready to Invoice. In the dropdown, select the value for 'Yes;. This will therefore now only create the invoices where Ready to Invoice is 'Yes' on the "Payment Plans" across all "Sales Orders".
Bear in mind that an invoice cannot be created for any "Payment Plans" where Ready to Invoice is 'No' so you could use other filters such as filtering by Payment Plan No if you wanted to be more specific about which ones are posted now or even Invoice Type (perhaps drilling down to only include 'Staged Payments'), so you can tailor these options based on your own needs.
Selecting OK in the request page will process the request now so any invoices that meet the filtered criteria will be created immediately (& posted if your Auto Post Invoices toggle is 'Yes' on the "Payment Plan Template"). If, however, you wish to set up a Job Queue so that Business Central can run a routine to create invoices based on set requirements, you can select Schedule.
This will open up a small screen to populate the Earliest Start Date/Time or Next Run Date Formula using Report ID '70084721', 'Create Pay. Plan INV CPPTMN'. Once this is set, you can open up the "Job Queue Entry Card" to update any recurrence. This will then process a check based on those chosen dates to see what "Payment Plan" Invoices fall into your filtered options and then create those invoices.
