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Recurring Invoice SetupI want to create a custom Invoice setup based on the First Tuesday of each Month. Please help me on this. Thanks in advance.
For Lite and integrated, this is created under Settings -> Invoice Frequencies.
Thanks for the response. May I know all the Unbilled Sales will be Invoiced automatically through this and May I know the functionality of the "Recurring Invoice Setup" which is just below the Invoice frequency?
Project Admin it will pick up unbilled sales actuals as long as you've marked as ready to invoice. I.e. you have to groom the billing backlog just like when creating invoices manually.
The Recurring Invoice Setup is used to create the batch job that actually creates the invoices. Please see the link below for additional information. It applies to both PSA and ProjOps.docs.microsoft.com/.../invoicing
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