Create projects you can invoice to multiple customers

Enabled for	Public preview	General availability
Users, automatically	Mar 1, 2024	Apr 1, 2024

Business value

When projects involve multiple customers, billing the right customers for the right project tasks can be challenging and take time. Business Central makes billing less complex by letting you specify the bill-to and sell-to customers on each project task line. Having that information on each task lets you automatically generate invoices for the correct customers.

Feature details

You can set the Bill-to Customer No. and the Sell-to Customer No. for each project task line. To enter this information, use the following fields on the Project Task table, Project Task Lines subform page, and the Project Task Card page:

• Bill-to Customer No.
• Bill-to Name, Bill-to Name 2
• Bill-to Address, Bill-to Address 2
• Bill-to City, Bill-to Post Code
• Bill-to County, Bill-to Country/Region Code
• Bill-to Contact No., Bill-to Contact
• Sell-to Customer No.
• Sell-to Customer Name, Sell-to Customer Name 2
• Sell-to Address, Sell-to Address 2
• Sell-to City, Sell-to Post Code
• Sell-to County, Sell-to Country/Region Code
• Sell-to Contact No., Sell-to Contact
• Ship-to Code
• Ship-to Name, Ship-to Name 2
• Ship-to Address, Ship-to Address 2
• Ship-to City, Ship-to Post Code
• Ship-to County, Ship-to Country/Region Code
• Ship-to Contact
• Language Code, Format Region
• External Document No., Your Reference
• Payment Method Code, Payment Terms Code
• Price Calculation Method

The Project Task Card page includes most of these fields. You can access them from the Project Task Lines subform.

The Project Task Card page has the following FastTabs:

• General, which has the Customer Details, Description, External Document No., and Project Task Type fields.
• Lines, which has the project planning lines.
• Posting, which has the Project Posting Group, WIP Method, WIP Total, Location, and Bin fields.
• Invoice and Shipping, which has billing and shipping details and the Payment Terms and Payment Method fields.

The Project Task Lines subform has the Bill-to Customer No., Sell-to Customer No., External Document No., and Your Reference fields. Other fields don't appear, but you can add them through personalization.

You can edit the fields only when you select Posting in the Project Task Type field.

Turn the feature on, or turn it off

If you're happy with the invoicing features that you're already using, you can continue to use them. If you decide that you want to use this feature, turn it on.

On the Project Setup Page, in the Default Billing Method field, choose one of the following options:

• Per Project, which is the default setting. If you choose this option, the fields are empty and you can't edit them. The fields don't appear on the Project Task Lines subform page.
• Per Project Task. If you choose this option, you can edit the fields. Business Central uses the billing details that you define on project task lines to create invoices and set prices.

To make the billing method more flexible, use the Billing Method field on the Project Card page in the Invoice and Shipping FastTab. To see this field, select Show more if needed.

You can change the billing method from Per Project to Per Project Task. When you make this change, Business Central fills in the task-level fields using the header values. After you define tasks for the project, you can't change the billing method again.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

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Additional resources

Create projects (docs)