How to: Invoice Jobs

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

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

Note

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

To create and post a job sales invoice

You can create an invoice for a job or for one or more job 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.

From the Jobs window, you can invoice a customer by selecting the job, and then choosing the Create Job Sales Invoice action. The following procedure shows how to use a batch job to invoice multiple jobs.

  1. Choose the Search for Page or Report icon, enter Job Create Sales Invoice, and then choose the related link.
  2. Fill in the fields as necessary. Choose a field to read a short description of the field or link to more information.
  3. Set filters if you want to limit the jobs that the batch job will process.
  4. Choose the OK button to create the invoices.

To create multiple job sales invoices from job planning lines

You can create an invoice from a job 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 Search for Page or Report icon, enter Jobs, and then choose the related link.
  2. Open a relevant job.
  3. Select a job task for which the Job Task Type field contains Posting, and then choose the Job Planning Lines action.
  4. On a job 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. In the Job Create Sales Invoice window, 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.

    On the job planning line, in the Qty. Transferred to Invoice field, you can see the quantity.

  8. In the Job Planning Lines window, choose the Sales Invoices/Credit Memos action.

    The Sales Invoice window 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 job-related sales credit memo.

To calculate and post job completion entries

When you have completed all activities for a job, including usage posting and invoicing, you must update the job to have a Status of Completed. Then, you must reverse any WIP that has been posted to the general ledger.

  1. Choose the Search for Page or Report icon, enter Jobs, and then choose the related link.
  2. Select an open job, and then choose the Edit action.
  3. In the Status field, select Completed.
  4. Follow the assistance steps to calculate and post WIP. Alternatively, follows steps 5 and 6 to do so manually.
  5. Choose the Calculate WIP action.
  6. In the Job Calculate WIP window, fill in the fields as necessary.

    The job WIP entries created by running the batch job will have the Job Complete check box selected to show that they are completion entries.

  7. Choose the Job Post WIP to G/L action.
  8. In the Job Post WIP to G/L window, fill in the fields as necessary.

    The job WIP general ledger entries created by running the batch job will have the Job Complete check box selected to show they are completion entries.

See Also

Managing Projects
Finance
Purchasing
Sales
Working with Dynamics 365