Add project transactions into billing schedule invoice proposals

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Posted on by CapsLock

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Hi,

I have a project linked to billing schedules. Apparently, that makes me create the project invoice proposals from the billing schedule. Once the invoice proposal for the schedule lines is created I want to add some project transactions. That doesn't seem to be possible. Does anybody know if that's the case? See here below some of the setup:

Posted project transactions - I have two which are chargeable and haven't been invoiced yet:

One open invoice proposal:

The amount on the open invoice comes from the billing schedule. It has created a SO:

When I try to add lines into the invoice proposal:

There are no transactions to add to the invoice:

As you can see in the first screenshot there are two "chargeable" transactions posted into the project that I can't pull into the invoice proposal. One is of type item and the other expense.

Any ideas what I may be doing wrong?

Thanks!

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saurabh bharti 15,033 Super User 2025 Season 1 on at

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Add project transactions into billing schedule invoice proposals

Hi ,

Can you try following:

1. Check your from and to date is it falling under same date where those two transactions are posted?

2. What if you just create project invoice proposal directly from project and see if its picking all transactions inclusing billing schedule?
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Alireza Eshaghzadeh 13,585 Super User 2025 Season 1 on at

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Add project transactions into billing schedule invoice proposals

Hi,
The transactions will be filtered on "Advanced and deductions"

Best regards,
Alireza Eshaghzadeh,
https://dynfotech.com/
maurog 2 on at

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Add project transactions into billing schedule invoice proposals

Try to add what you wish to invoice into the sales order created with the billing subscription and than recall it from the sales order.