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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Create sales invoice P...
Small and medium business | Business Central, N...
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Create sales invoice Project

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Posted on by Messi 28
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)
 
 
 
Categories:
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 79,059 Super User 2025 Season 1 on at
    Create sales invoice Project
    Hi, this requires some simple customization, hope the following can give you some hints.
     
    Thanks.
    ZHU
     
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 26,797 Super User 2025 Season 1 on at
    Create sales invoice Project

    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/

  • gdrenteria Profile Picture
    gdrenteria 15,615 Most Valuable Professional on at
    Create sales invoice Project

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

    Project Reports - Business Central | Microsoft Learn

    Best Regards
    Gerardo

  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 5,432 Super User 2025 Season 1 on at
    Create sales invoice Project
    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
  • Suggested answer
    Jainam M. Kothari Profile Picture
    Jainam M. Kothari 1,359 on at
    Create sales invoice Project
    Hello,
     
    You need to Develop Custom Report based on your requirement.
  • Messi Profile Picture
    Messi 28 on at
    Create sales invoice Project
    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. 
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,442 Moderator on at
    Create sales invoice Project
    what do you mean by Invoice Printout for the whole project?
  • Messi Profile Picture
    Messi 28 on at
    Create sales invoice Project
    So the solution would be to get it summarized on the whole project-

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