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| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Mar 1, 2024 |
Apr 2, 2024 |
Business value
Simplify your invoicing process by sending one invoice for multiple projects. This approach reduces manual effort and improves accuracy.
Feature details
Add project planning lines from multiple projects to a sales invoice. This process is similar to creating a sales invoice from a project planning line and entering a value in the Append to Sales Invoice No. field.
Here's an overview of the process:
- Create a new sales invoice, and fill in the Sell-to Customer No. field. If needed, fill in the Bill-to Customer No. and Currency Code fields.
- On the Lines FastTab, choose the Get Project Planning Lines action. The Get Project Planning Lines page shows billable project planning lines from projects for the sell-to customer, bill-to customer, and invoicing currency where the quantity to invoice is more than zero.
- Choose the lines you want to add to the invoice, and then choose OK.
To add another set of project planning lines, repeat these steps. You can also delete the invoice or its lines and start over.
There are these limitations:
- The Get Project Planning Lines action isn't available on sales orders or sales quotes.
- You can't filter on the Ship-to Code or Contact No. fields.
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)