Invoice a customer for multiple projects

Enabled for Public preview General availability
Users, automatically Mar 1, 2024 Apr 2, 2024

Business value

Simplify your invoicing process by sending one invoice for multiple projects, which reduces manual effort and improves accuracy.

Feature details

Add project planning lines from multiple projects to a sales invoice in one go. This process is similar to creating a sales invoice from a project planning line and entering a value in the Append to Sales Invoice No. field.

Here's an overview of the process.

  1. Create a new sales invoice, and fill in the Sell-to Customer No. field. If needed, also fill in the Bill-to Customer No. and Currency Code fields.
  2. On the Lines FastTab, choose the Get Project Planning Lines action. The Get Project Planning Lines page shows billable project planning lines from projects for the sell-to customer, bill-to customer, and invoicing currency where the quantity to invoice is more than zero.
  3. Choose the lines you want to add to the invoice, and then choose OK.

Get Project Planning Lines

You can repeat these steps to add another set of project planning lines. You can also delete the invoice or its lines and start over.

There are these noteworthy limitations:

  • The Get Project Planning Lines action isn't available on sales orders or sales quotes.
  • You can't filter on the Ship-to Code or Contact No. fields.

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See also

Create projects (docs)