Posting documents
Invoices and Credit Memos are called Posting Documents because these documents can be posted. When creating these documents via Project Billing, the system recognizes whether an invoice or a credit memo is to be created based on the underlying Project Planning Lines. This applies to Project Tasks both with and without a link to a Sales Order.
Invoicing of services
Service invoices can be generated in several ways. The Project Orders - Services Billing page displays those Sales Orders that contain a service that has been performed but not yet billed. From here, either the Sales Order can be opened and the invoice posted directly through that Sales Order, or the invoices can be generated via batch processing.
Alternatively, the Billable Planning Lines page shows all the Project Planning Lines of the marked Project Tasks without a reference to a sales order, that can be invoiced. Invoices can also be batch generated here. The Billable Planning Lines page is opened via Invoicing action (action group Home) in Project Billing.
The Project Orders - Services Billing page is thus only suitable for invoicing Sales Orders (with a Project reference). The Billable Planning Lines page can be used to invoice services without a link to a Sales Order.
The batch processing in the Billable Planning Lines page runs through all Billable Project Planning Lines without a sales order reference and creates an invoice per Project. It checks for cancelled services, for which the corresponding Credit Memo has not yet been posted. Since Credit Memos for cancelled services have an impact on the budget (see here), Credit Memos must be posted before a new invoice can be created and posted. Therefore, if (per Sales Order or per Project) a cancelled service is found that has not yet been posted, only the Credit Memo will be created first, but not the invoice.
In general, the posting of Time Recordings corresponds to the performance and thus the shipment of a service. This always creates billable Project Planning Lines and also Project Ledger Entries of type Usage.
Invoicing of Fixed Price Items
If the total quantity of a Fixed Price item is reached with the posting (shipment), the Qty. To Invoice field is automatically predefined with this quantity. For more information on billing Services at Fixed Price, see here.
Previews for Invoices and Credit Memos
In addition to the Preview Posting from Business Central, DYCE also provides a Print Preview for Sales invoices and credit memos that have not yet been posted.
Posting
Posting Documents for services or Projects can be posted and printed or sent individually or in batches, as is usual in the Purchasing and Sales areas. Especially in the case of a large number of invoices, it is advisable to check the Posting Documents by batch after they have been generated, to post them in a second batch and, if necessary, also to print or send them via batch. In addition, a Detail Overview can be automatically added to the invoice for each service invoice. The Detail Overview contains details of the Time Recordings invoiced incl. goodwill times, if applicable.