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Set up invoice frequencies (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Project Service invoice frequencies determine how often you bill your clients, and on which day of the time period you specify. Set up an invoice frequency for each time period you plan to use for billing your clients, such as monthly, biweekly, or weekly.

  1. Go to Project Service > Invoice Frequencies.

  2. Click New.

  3. In the General area, enter a name for the invoice frequency in Name.

  4. In Period, select Monthly, Biweekly, or Weekly.

  5. If you specified a period of monthly or biweekly, in Days of run, select Day of period to invoice on the specified day of the period (whether weekday or weekend), or select Weekday of period to invoice on the specified weekday of the period.

  6. If you specified a period of monthly, in Runs per month, select the number of times per month you want to run the invoice.

  7. In the Invoice Frequency Details area, change the day or weekday details as necessary to make sure the invoice runs on the correct day or weekday of the period you specified.

  8. When you’re done, click Save at the bottom right corner of the screen.

See Also

Configure Project Service