Update Invoice date based on Project Schedule

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Posted on by Harshil Shah

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Hello Everyone,

We have a requirement to update the invoice dates based on the project schedule.

Let's say we have one task associated with fixed priced quote/order line item and we generated an invoice schedule on 1st of every month. (1st May, 1st June & 1st July) now due to some reason project schedule got delayed and that task didn't ended on its actual date so, we made changes in task end date. So, Is there any OOB configuration using which we can also update the date on its generated Invoice(Not Ready for Invoice)?

Any thoughts on this will be helpful. Let me know if you need more clarification on any part.

Thanks & Regards,
Harshil Shah

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Juan Simon 996 on at

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RE: Update Invoice date based on Project Schedule

Hi Harshil,

If you already generated the invoices, you could always change their status and redo them.

Unless the Project Contract is not in the Confirmed status (which locks everything OOTB unless you create a Flow to undo it as of today's offering), you can edit them:

Navigate to Contract Lines > Click on the Project-Based Line in question > Invoice Schedule > Then double-click on the generated invoices to open > Inside the Milestone select Not Ready for Invoice as the Invoice Status > Now it allows you to change the milestone date!

I hope this answers your question!

Please, reply to close this question if so or let me know if you need more info.

Thank you

Juan Simon