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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Create Invoice from Ac...
Service | Customer Service, Contact Center, Fie...
Answered

Create Invoice from Actuals

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Posted on by Ankita Chavan 104

Hi,

Can anyone please tell me how to create invoices from Time entries in field Service ?

I tried changing the actuals status to ready to Invoice but seems nothing changed.

Thanks in advance.

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  • Verified answer
    JCo Profile Picture
    JCo 305 on at

    Thanks for raising this question, Ankita.

    Automatic invoicing for time entries is not OOTB but can be achieved by creating a WO Service line for each time entry which should be billed to the customer. If this makes sense for your implementation, consider adding some logic to automatically create WO Service records for each Time Entry (perhaps based on status once they are approved).

    WO Service lines will generate billed sales actual records once the invoice for the WO is generated (when the WO is set to Closed-Posted).

    Cost Actuals (not Billed Sales Actuals) can be generated OOTB for each time entry once it is approved. For Cost Actuals to be automatically generated for each approved time entry, in the environment's Field Service Settings, on the Time Entry tab, set the "Time Cost Actuals Source" field to Work Order Time Entry Approval.

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