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Customize the Billing hub view

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically - May 2, 2025

Business value

Billing hub enables project managers to create proforma invoices in Project Operations, so they can increase invoicing efficiency and get faster revenue recognition. When you customize existing forms and views on Billing hub, you can personalize the billing and invoice creation experience to suit your business needs.

Feature details

With this feature, you can customize the Billing hub at all levels of the nested grid, including contract, contract line, and contract line views. The feature is automatically enabled for admins so you can customize the Billing hub forms and views to fit your organization's needs. For example, with this update, you can add more columns like Invoice ID to the contract view or add Discount % and Fee % to your contract line view in the Billing hub.

This release includes the following fixes:

  • Platform bug fix for the grid customizer that makes contract level customization possible.
  • Ability to customize views on contract lines for time, material, expense, fee, and milestones.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Customize the Billing hub view for creating project-based proforma invoices (docs)