Easy way to see project invoices payment status

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Posted on by Clueless

Working as a project manager I would like to have a report or grid where I can check the payment status of invoices per project.

What I do now is: Project X - invoice Journals - select 1 of may invoices - transactions, when the balance is €0 I know that the invoice is paid, if it equals the invoice amount the invoice is apparently not yet paid.

There must be a grid or report where I can see all invoices of a specific project and their according payment status.

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Clueless,

It would be an option to go to Account receivable > All customers > Transactions. Then you can set an option to show only open transactions. These transactions do have information like invoice number, invoice amount, settled amount and open balance.

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Ludwig Reinhard Microsoft Employee on at

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Hello Clueless,

There is nothing available out of the box that fits your requirement.

You can check things in AR as Andre mentioned but that would require you 'navigating around' rather than seeing things directly at the project level.

If the workaround is not feasible for you then you have to consider making a system modification.

Best regards,

Ludwig

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Clueless 5 on at

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Hi Andre,

I didn't know about this grid and although it shows exactly what I wanted I think it is not very user-friendly and/or very accessible.

but thanks for your help.

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Clueless,

Some customers do have a small customization to have a new menu item in the menu and show all customer transactions. For sales order and free-text invoices there is a list page for open customer invoices. You can also consider a customization for a similar list in the project and accounting management menu,

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Clueless 5 on at

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Hi Andre,

I use Excel as my source to create custom reports, therefore I tap into our Dynamics Database with an power query and pivot this data for my own liking.

I already found that the table projectposttransviews contains all the posted project invoices. but it does not contain the payment status (or balance) of these invoices. I guess the payments are in a different table.

Does anybody have a clue which table I need to access and holds the balance/payment status of each project invoice?

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André Arnaud de Cal... 301,069 Super User 2025 Season 2 on at

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Hi Clueless,

For each project invoice, there is a customer transaction. These transactions contains the information about remaining amount and has settlement details.

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