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Dynamics 365 Community / Forums / Project Service Automation forum / Automatic Invoice gene...
Project Service Automation forum

Automatic Invoice generation on completion of a milestone from WBS

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Posted on by Javed Nehal 625

Hi,

I have a requirement to generate invoice automatically when a Milestone (Defined in WBS of the project like Development, UAT, Go Live) is achieved for any project.

Please note that this is for Milestone based project and Time Entries doesn't matter here. I understand that Invoice schedule on Contract Line is created based on invoice frequency (weekly/Monthly) but in this requirement we can not have a predefined recurring schedule. 

Is it possible out of the box or what is the best way to implement it.

In worst case, I want to send an email alert to generate invoice when a Milestone is achieved for any project.

Thanks,

Javed

Categories:
Costing Pricing and Billing
I have the same question (0)
  • Verified answer
    apa Profile Picture
    apa 8,284 Moderator on at

    Hi Javed. You would need to set the related Milestone as "Ready for invoicing" and then find a way to fire off the plug-in that creates invoices and invoice lines for that specific Milestone. This is the first thing that comes to mind. To me all this sounds like a lot of work. I would explore ways of setting a Milestone as "ready for invoicing" automatically based on your business requirement and then just create an invoice manually from the related Project Contract.

    I'm curious. What do you use to track the status of your milestones and how do you update that in your system? Do you just mark a Project Task as complete by using a custom field?

  • Suggested answer
    Gupta Kuldeep Profile Picture
    Gupta Kuldeep 2,060 on at

    Create a plugin as suggested by Antti that runs daily and will check the milestone date. if the date is today, create the invoice.

    i consider this approach a little dangerous, since, we reconfirm with the project team before raising the invoice.

    But, if you guys do not have that constraint, you already know the answer.

  • Javed Nehal Profile Picture
    Javed Nehal 625 on at

    Thanks for the suggestion.

    Hopefully Microsoft would make PSA more realistic sometime.

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