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Create sales invoice Project

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Posted on by Messi

Not sure if this is possible, but when creating an invoice from Project card we want to be able to see on the invoice printout only the whole project

So in this case not just the the (posting tasks) but the whole projects (begin total)

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Dynamics 365 Business Central

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Messi 36 on at

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So the solution would be to get it summarized on the whole project-

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Nitin Verma 21,708 Moderator on at

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what do you mean by Invoice Printout for the whole project?

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Messi 36 on at

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I mean when creating the invoice the invoice shows the projected tasks, we want them to be structured on the invoice ( the whole project structure not just the task that has been invoiced) Yes not easy to explain.

So in this case we create a invoice it only shows the 110 project work on the invoice. But we want the structure on the invoice to show the 100 and then summariezed below the 110,120,130 and so on.

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Jainam M. Kothari 15,639 Super User 2025 Season 2 on at

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Hello,

You need to Develop Custom Report based on your requirement.

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Ben Baxter 6,620 Super User 2025 Season 2 on at

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You could start with the Project Quote layout, which should be closer to the layout you're looking for. However, this is still going to require customization as the Sales Invoices is going to have the Planning Line level detail, not the Task detail. It is almost like you create your Sales Invoice(s), then print from the Project the Project Tasks showing the Invoiced Amount and reference the Invoice Number(s) on the report.

Best of luck,

Ben Baxter

Accent Software Inc

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Gerardo Rentería Ga... 25,369 Most Valuable Professional on at

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Hi, good day
You could review some reports from this module that contain invoice information.

Project Reports - Business Central | Microsoft Learn

Best Regards
Gerardo

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Valentin Castravet 31,485 Super User 2025 Season 2 on at

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This isn't possible with standard functionality, but you can customize the posted sales invoice report to display it.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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YUN ZHU 95,741 Super User 2025 Season 2 on at

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Hi, this requires some simple customization, hope the following can give you some hints.

https://yzhums.com/10723/

https://yzhums.com/38137/

Thanks.

ZHU

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Khushbu Rajvi. 20,643 Super User 2025 Season 2 on at

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hope this helps: https://learn.microsoft.com/en-us/dynamics365/business-central/projects-how-invoice-jobs

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