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Issue creating a sales invoice from a specific project planning line

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Posted on by TP-01121302-0

Hi,

Since a recent update of BC cloud version (we are now on version 25.4.29661.30648) when we try to create a sales invoice directly from the project planning line we are receiving an error message stating that there is no quantity to transfer to the invoice. The issue is that there is actually quantity to invoice on the line, and in fact if we do it from the upper level by selecting the task and running the 'create sales invoice' function then it picks up the correct project planning line. It seems that when done from the the project planning line itself the filter is incorrectly set. Anyone experiencing the same issue?

Thanks,

Tiago

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Dynamics 365 Business Central

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Valentin Castravet 31,481 Super User 2025 Season 2 on at

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Can you post a screenshot of how you're trying to create the invoice or what you're clicking on?

Using standard functionality, only the "Create Sales Invoice" action is available in a project to generate a sales invoice.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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Khushbu Rajvi. 20,441 Super User 2025 Season 2 on at

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Hope this helps: https://learn.microsoft.com/en-us/dynamics365/business-central/projects-how-invoice-jobs

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Ben Baxter 6,620 Super User 2025 Season 2 on at

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When attempting to "Create Sales Invoice" from the Project Planning Lines, do you have the line you want to invoice as the active line? The process only runs for the line(s) you have selected. It could be that your page loaded with multiple Project Planning Lines and the line you want to invoice is not the active line. This could explain why it works from the Project Task function, because it would process through all Project Planning Lines within that Task.

As a test, you could open your Project Planning Lines, select all lines, then run the "Create Sales Invoice" process. Any Billable lines with a Quantity to Invoice should be transferred to the Sales Invoice.

Best Regards,

Ben Baxter

Accent Software Inc

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Vahid Ghafarpour 12,133 Super User 2025 Season 2 on at

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