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Enable progress-based billing in Billing hub

Important

This content is archived and is not being updated. For the latest documentation, go to Dynamics 365 Project Operations. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users by admins, makers, or analysts - Feb 28, 2025

Business value

The progress-based billing feature enables billing based on progress or % complete of a milestone. By integrating this capability with Billing hub, users will be able to take advantage of this feature from Billing hub without navigating to any other form, reducing clicks and navigation and improving user efficiency at the time of invoice creation when working on fixed price agreements.

Feature details

With this feature, you'll experience:

  • Reduced clicks and navigation: By enabling billing users to review all transactions in invoiceable state with a single click while staying in the context of the project contract, project operations billing users save time and are more efficient.
  • Faster invoicing cycle: Faster invoice creation helps speed up the invoicing process and enables faster processing of payments from the customer.
  • Reduced invoice correction: Proactive invoice insights help billing administrators make more accurate decisions at the time of invoice creation, helping improve their productivity while also reducing the need for invoice corrections later.

Additional resources

Create proforma project invoices with Billing hub (docs)