Set up a project with lump sums

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In Business Central, you can set up projects with fixed amounts to invoice at certain times based on an agreement with the customer, for example:

  • 15 percent at the start of the project

  • 35 percent halfway through the project

  • 50 percent by delivery of the project

You can achieve this process by setting up project planning lines of the type Billable with the planning dates and amounts that you agreed on.

Set up projects with lump sums

The following video shows how you can set up projects with lump sums in Business Central.