Excluding Non-Billable Child Subscriptions from Invoices in Work 365

Applies to: Work 365, Dynamics 365
Audience: Administrators, Billing Teams

Overview

In Work 365, managing product bundles often involves billable parent subscriptions and non-billable child subscriptions. By default, invoices may display all associated items, including non-billable child subscriptions.

To maintain cleaner invoice presentation for customers while preserving data integrity, it is crucial to exclude non-billable child items from invoices without disrupting subscription relationships.

This guide outlines two effective methods to achieve this goal.

Methods to Exclude Non-Billable Child Items

1. Provisioning the Bundle and Removing Product References

Step 1: Provision the Bundle

✅ Set up the product bundle in Work 365, ensuring:
✔ Parent Subscription – Marked as billable.
✔ Child Subscriptions – Marked as non-billable.

Step 2: Modify Child Subscriptions

✅ After provisioning, navigate to each non-billable child subscription.
✅ Remove the reference to the parent subscription.

Outcome

✔ The invoice will display only the billable parent subscription.

Considerations
⚠ Removing the parent reference means:
✔ Quantity updates to the parent subscription won’t automatically adjust the child subscriptions.
✔ Deactivating the parent subscription won’t affect the child subscriptions.

? For more details, refer to the Work 365 Knowledge Base

2. Manually Creating Bundles on the Billing Contract

Step 1: Set Up Individual Subscriptions

✅ Instead of provisioning a complete bundle, create each item as a separate subscription.

Step 2: Establish Parent-Child Relationships

✅ Manually define relationships between parent and child subscriptions within Work 365.

Step 3: Mark Child Subscriptions as Non-Billable

✅ Ensure all child subscriptions are set to non-billable.

Outcome

✔ Invoices will display only the billable parent subscription while maintaining the subscription structure.

? For more details, refer to the Work 365 Knowledge Base

Important Considerations

Invoice Generation
✔ Work 365 generates invoices based on billable items associated with a Billing Contract.
✔ Ensure that only desired billable items are linked to avoid unintentional charges.

Data Integrity
✔ Regularly review subscriptions and their billing statuses to maintain accurate invoicing and customer satisfaction.

Conclusion

By implementing these strategies, you can effectively exclude non-billable child subscriptions from invoices in Work 365, ensuring clearer billing records and an enhanced customer experience.