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Invoice created without Invoice Line Details

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Posted on by AmeyHolden

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We are in the process of upgrading to PSA v3.x.

I'm having issues when creating invoices that Invoice Lines are created but no Invoice Line Detail records are created so the actuals are not being linked to the invoice. I'm using the OOB 'Create Invoice ' Button - any ideas?

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Minghao Yang 75 on at

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RE: Invoice created without Invoice Line Details

Hi Amey,

I saw there are some customization on the invoice line details form, which is different from the OOB form. So I assume there are some calculation logic customized here. If that's correct, I suggest you open a support case to Microsoft to analyze and troubleshoot your issue as this is more Organization level specific.

Thanks

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apa 8,284 Moderator on at

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RE: Invoice created without Invoice Line Details

ILDs are created with data from Unbilled Sales Actuals. First check that all relevant OOTB plug-ins and workflows are active. If you're getting UB Sales in PSA but not ILDs in a consistent repro, opening a Support Request is the best option moving forward.

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AmeyHolden 230 on at

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RE: Invoice created without Invoice Line Details

Thankyou both - I already had an SR open but wasn't getting much traction so tried also to reach out to the community... hopefully SR will get resolved soon

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Matthew Lazowski 3,163 on at

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RE: Invoice created without Invoice Line Details

Hello Amey,

Have you marked your actuals as 'Ready to Invoice' in Time and Material Billing Backlog? Then they should appear as Invoice Line Details.

I hope it helps.

Kind regards

Matthew

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