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Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | Mar 2026 | - |
Business value
Microsoft Dynamics 365 Project Operations provides the ability to process retainers and advances. This feature is being delivered to provide an easy way to refund unused retainers at the end of the project to reduce the need to correct previously confirmed invoices.
Feature details
Project Operations now supports refunding unused retainer balances directly within the invoice, eliminating the need for corrective invoices and simplifying financial workflows.
This feature has the following capabilities:
- Enables users to refund unused retainer balances directly within the same invoice, avoiding the need for corrective invoices.
- Supports refund scenarios when:
- The invoice has no chargeable transactions.
- The total invoice amount is zero or negative.
- Introduces a toggle option in the UI to let users choose between retaining or refunding the remaining retainer amount.
- Works with “Refresh invoice line transactions” to fetch retainers in a “ready for invoicing” state even when no chargeable transactions exist.
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.