Change invoice status for project transactions

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Posted on by Community Member

Hello,

I have a posted project transaction with status "Chargeable" I want to change the status of the transaction to "Un-billable". I made an adjustment and you can see the result in the picture:

What I want is to "close" the two "Chargeables" against each other, so they won't show up when creating a project invoice proposal.

Is that possible?

Best regards

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Satya Teki on at

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Hi Joachimpwc

Thanks for the question.

While adjusting the transaction make sure to change the line property.

Associate a line property where the Invoicing is not marked.

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Ludwig Reinhard Microsoft Employee on at

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Hi Joachimpwc,

You can adjust the two transactions that have the chargeable property in the same way as you adjusted the 3rd line.

There is no 'closing' transaction available here as - for example - in the AR customer transactions form where you can settle transactions against each other.

Best regards,

Ludwig

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Community Member on at

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Hello Ludwig,

Line number 2 and 3 were generated because I adjusted line 1 to un-billable.

If I understand you correctly, then if I want to settle the 2 chargable transactions against each other, I need to find them in another form. Like the AR form you spoke about?

Best regards Joachim

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Ludwig Reinhard Microsoft Employee on at

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Hi Joachimpwc,

There is no settlement functionality for those transactions.

What you recorded is already sufficient (positive and negative billable line and positive non-billable line).

The project module does not have a settlement feature for the transactions as the AR or AP modules have.

So, there is nothing else that you can do here.

Unless you want to create and post a $0 invoice.

Best regards,

Ludwig

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Community Member on at

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Hello Ludwig,

Thanks for clarifying. I thought it was possible without including the lines in an invoice.

Best regards Joachim

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Linda Josefine Eriksen 20 on at

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Hi,

I believe the reason you get one line with chargeable and a negative sign is that the transaction you are trying to adjust already exists in an Invoice proposal. It was the issue in my case. When I deleted the Invoice proposal, I received Adjusted lines instead of +/- Chargeable lines. The adjusted lines are not included in Invoice proposals, and they are to be considered as closed. Hope this helps.

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