View and send invoices (Project Service)

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

When you create a project, you set the frequency to generate invoices. You can view and review invoices before you send them to your customers.

1. Go to Project Service > Invoices.

2. Click the invoice you want to review.

3. Make any changes as necessary. When you’re done making changes, click Recalculate.

4. When you’re ready to send the invoice, click Send to Customer.

5. Once the customer has paid the invoice, click Mark Invoice as Paid.

Manually invoice a contract

You can manually invoice a project instead of invoicing it automatically.

1. Go to Project Service > Projects.

2. Click the project you want to invoice.

3. Click Sales and then click Invoice.

4. Select the parameters for the transactions you want to invoice, including cutoff date, type of item to invoice, unit, and milestone. When you’re done selecting the parameters, click Next.

5. Click Finish.

See Also

Project Manager Guide