Proforma invoicing and corrections in Dynamics 365 Project Operations

Module
10 Units

Beginner

Functional Consultant

Business User

Dynamics 365

Project Operations

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

Proforma invoices can be helpful when you're editing existing invoices in the Dynamics 365 Project Operations environment. In this module, you learn about how to post these invoices and make corrections to them to enhance your project management processes.

Learning objectives

In this module, you will:

Learn how to post proforma invoices in Project Operations.
Learn how to correct invoices for projects in Project Operations.
Create corrective project invoices.
Set up project invoice automation.

Prerequisites

Basic understanding of Dynamics 365 Project Operations
Basic understanding of finance and operations apps
Basic knowledge of invoicing and project management

Introduction min
Manage the project billing backlog min
Manage the not-to-exceed status and validations min
Proforma project invoices min
Manage a proforma project-based invoice min
Invoice a retainer or an advance min
Confirm a proforma project-based invoice min
Set up project invoice automation min
Check your knowledge min
Summary min