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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Time Sheet invoicing p...
Small and medium business | Business Central, N...
Suggested answer

Time Sheet invoicing per month instead of per week

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Posted on by Jamahal Hill 5

Hi all,

 

I have the following scenario: we made some adjustments to the standard time sheet procedure to invoice our consultancy hours to our customers. We want to invoice at the end of every month for the regarding month. (So the 31st of May we invoice May). 

Now we run into this issue: for this week that begins the 29th of May and end the 4th of June, we want to do the invoices at the last day of May for the month of May. However, the time sheet can't be used this week.

 

My question: is there a standard way to tackle the overlapping of a month in a certain week, regarding the invoicing that should happen per month instead of per week?

 

Thank you all in advance.

 

Kind regards

 

(If anyone receives an update that's not on purpose sorry, don't need any help for this anymore)

 

Categories:
Dynamics 365 Business Central
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 5,275 Super User 2025 Season 1 on at
    RE: Time Sheet invoicing per month instead of per week

    I would agree with Kaspars, once the lines have been posted to a Job you can use the "Create Sales Invoice" process to generate the invoice.  Apply a filter to your Billable Job Planning Lines for the given time period prior to running the process, this way you only get entries for that month/time period.

  • Suggested answer
    KasparsSemjonovs Profile Picture
    KasparsSemjonovs 4,075 Super User 2025 Season 1 on at
    RE: Time Sheet invoicing per month instead of per week

    Haven't worked with timesheets in a while, but as I remember we used them exactly this way - reported hours and at the end of month or on 1st day of new month we created invoices for the month.

    To create Invoices we used JOBs.

    Once time sheets have been entered, we generated Job Journal lines - providing the time period, and posted the journal lines. After that it is possible to generate invoices based on the posted entries.

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