Manage a proforma project-based invoice
In Project Operations, proforma invoices are built as an extension to the invoices in Dynamics 365 Sales. Project Operations and Sales have some differences, which you'll learn about in this section. These differences and extensions are in place to support invoicing processes for projects that are different from a typical invoice for a sales order.
Invoice header
Information in a proforma invoice in Project Operations includes:
Invoice ID - Located on the Summary tab, this ID is automatically generated when a proforma invoice has been created. This field is read-only and you can use it as a reference for the proforma invoice.
Name - Located on the Summary tab, this field is set to the project contract, but you can edit it.
Currency - Located on the Summary tab, this field is the currency for the project contract and is read-only.
Project-based invoice lines
The following information is available on a proforma invoice line.
Project - This field is located on the General tab and is a read-only field that has the project on the related project contract line.
Billing Method - This field is located on the General tab and is a read-only field that shows the billing method on the project contract line.
Contract Line Amount - This field is located on the General tab and is a read-only field that shows the contract amount on the project contract line.
Invoice line details
In a project invoice, the invoice lines include invoice line details and are unbilled sales actuals and milestones that relate to the contract line that's referenced by the invoice line and they're marked Ready to Invoice.
For Time and Material Invoice lines, on the Invoice Line page, invoice line details are grouped into:
- Chargeable invoice line details that add up to the invoice line total.
- Non-chargeable actuals that don't add up to the invoice line total.
- Complimentary actuals that don't add up to the invoice line total.
For a Fixed Price Invoice line, invoice line details are created from milestones that are marked as Ready to invoice on the related contract line. On this line, the billing status will change to Customer Invoice Created.
Edit invoice line details
The following fields are available on the invoice line detail, which is backed by an unbilled sales actual.
Task - A read-only field that's set by default from source actual.
Transaction Category - A read-only field that's set by default from source actual.
Role - A read-only field that's set by default from source actual.
The following fields are available on an invoice line detail that's backed by a milestone.
Unit - A read-only field.
Price - A read-only field that's set by default from the amount on the source milestone.
Currency - A read-only field that's set by default from the source milestone.
For more information, see Manage a proforma project-based invoice.
Refresh invoice transactions
You can still include actuals on the invoice if they come after the invoice was created. To do so, in the Billing Backlog view, set the data as Ready to Invoice. Select Refresh Invoice Line Transactions on the Actions ribbon when you open the draft proforma invoice. Now, invoice line details will be created for actuals that are past-dated and marked as Ready to Invoice but aren't included on the invoice.