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Suggested answer

Unable to do single invoicing for two or more projects

Posted on by 70

Hi All,

I am trying to do common invoicing for two or more projects but unable to do the same ..

For Ex:  A company is working for a big client so  many teams are working on the different projects within the company  for the same client ..

In this scenario how  to do single/common invoicing for two or more projects ..

Thanks in advance..

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Unable to do single invoicing for two or more projects

    Hello Rajat,

    You can run the periodic project invoice proposal process and select all of the chargeable items.

    This should work but you will not get a single but multiple project invoices generated.

    If that is ok for you then go for it.

    Otherwise, you might have to rearrange your projects and post adjustments if everything needs to be on a single invoice.

    Best regards,

    Ludwig

  • Rajat Agarwal Profile Picture
    Rajat Agarwal 70 on at
    RE: Unable to do single invoicing for two or more projects

    Hi Ludwig,

    I have all these things identical and customer is same with same terms and conditions for payments .Please tell the path so i can proceed to the invoicing for the same.

    Thanks and Regards,

    Rajat Agarwal

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Unable to do single invoicing for two or more projects

    Hi Rajat,

    Do all of these project contracts have the same findim, payment terms, currency and customer setup?

    That is, are the absolutely identical?

    Best regards,

    Ludwig

  • Rajat Agarwal Profile Picture
    Rajat Agarwal 70 on at
    RE: Unable to do single invoicing for two or more projects

    Hi Ludwig,

    Hope you are doing well !

    In my case contract Id for each project is different ..Can we do common invoicing with this ? 

     Project-contract.png

    Thanks and Best Regards,

    Rajat Agarwal

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Unable to do single invoicing for two or more projects

    Hello Rajat,

    If those two projects are linked to the same project contract then you can start the project invoice proposal from the project contract level.

    Best regards,

    Ludwig

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