Bulk Invoicing for Microsoft Bookings in Business Central

If your company uses the Bookings app in Office 365, you can do bulk invoicing for appointments. The Uninvoiced Bookings page in Business Central provides a list of the company's completed bookings. In this page you can quickly select the appointments that you want to invoice and create draft invoices for the services provided.

Connect to Bookings

To connect your Business Central with Bookings, you must specify your Bookings company, what to synchronize with Bookings, how often to synchronize, and which templates to use. You set up this information on the Booking Sync. Setup page, which you can launch from the Exchange Sync. Setup page, which you can find through Search.

For example, if you want to synchronize customers between Bookings and Business Central, you must specify the default template to use to add new customers in Business Central based on the customers in your Bookings company.

Note

The Bookings app is designed to book appointments for individual customers rather than companies. The synchronization with Business Central will, therefore, only synchronize customer contacts with a Type of "Person". An email address is also required for the contact to synchronize.

Similarly, if you want to synchronize service items between Bookings and Business Central, you must specify the default template to use to add new service items in Business Central based on the services in our Bookings company.

Note

Only items of type Service will synchronize between Bookings and Business Central. The template that you set up in the Configuration Templates page so it can be used for the item synchronization must define the type as Service.

Invoice Appointments

When it is time to send invoices for the completed bookings, you go to the Uninvoiced Bookings page. Depending on how often the information is synchronized, the list is long or short. You can create invoices for all bookings in the list or one booking at a time. You can select one or more entries in the list and invoice those only.

The support for invoicing appointments from Bookings is simpler than the fuller workflow of working with sales quotes, sales orders, and sales invoices. For more information, see Invoice Sales. You can choose to sell your services using Business Central or choose to use Bookings, depending on your business needs.

See Also

Finance
Invoice Sales
Setting Up Sales
Microsoft Bookings