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Invoice Projects

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During the project, project costs from resource usage, materials, and project-related purchases can accumulate. As the project progresses, these transactions get posted to the project journal. It is important that all costs get recorded in the project journal before you invoice the customer.

Note

You can also purchase external resources unrelated to a project, for example, to invoice a vendor for work delivered. For more information, see Record Purchases.

You can invoice the whole project from the Project Task Lines page or only invoice selected billable lines from the Project Planning Lines page. Invoicing can be done after the project is finished or at certain intervals during the project's progress based on an invoicing schedule.

Note

If you select Billable in the Project Line Type field on the purchase documents for project-related purchases, then project planning lines that are ready to be invoiced to the customer are created. For more information, see Manage Project Supplies.

You can also invoice a company that is not the end customer. Sometimes the party that a project is for is different from the party that is paying the bill. On the Projects page, you can specify the customer who will benefit from the project in the Sell-to fields, and the party to invoice in the Bill-to fields.

To create multiple project sales invoices

You can create an invoice for a project or for one or more project tasks for a customer when either the work to be invoiced is complete or the date for invoicing based on an invoicing schedule has been reached.

The following procedure shows how to use a batch job to invoice multiple projects.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Project Create Sales Invoice, and then choose the related link.
  2. Fill in the fields as necessary. Hover over a field to read a short description.
  3. Set filters if you want to limit the projects that the batch job will process.
  4. Choose the OK button to create the invoices.

You can review and post created invoices in the Sales Invoices window.

Note

Alternatively, invoice a customer by selecting the project, and then choosing the Create Sales Invoice action.

To create and post project sales invoice from project planning lines

You can create an invoice from a project planning lines, and indicate at that time the quantity of the item, resource, or general ledger account that you want to invoice.

  1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Projects, and then choose the related link.

  2. Open a relevant project.

  3. Select a project task for which the Project Task Type field contains Posting, and then choose the Project Planning Lines action.

  4. On a project planning line, in the Qty. To Transfer to Invoice field, enter the quantity of the item, resource, general ledger account type that you want to invoice.

  5. Choose the Create Sales Invoice action.

  6. On the Project Transfer to Sales Invoice page, enter the posting date and whether you want to create a new invoice or append this invoice to an existing one.

  7. Choose the OK button.

  8. On the Project Planning Lines page, choose the Sales Invoices/Credit Memos action.

    The Sales Invoice page opens, showing the quantity that you have transferred to the invoice.

  9. Make any additional changes, and then choose the Post action.

Note

The above procedure is similar for creating, reviewing, and posting a project-related sales credit memo.

See also

Managing Projects
Finance
Purchasing
Sales
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