Project Management for Business Central

Combined Invoices

Combined Invoices

Welcome to the Prodware Project Management for Business Central – Combined Invoices help page.
The Prodware Project Management for Business Central is made up of different apps that take the standard project functionality in Business Central a few steps further and increases the efficiency & flexibility of managing projects and providing better insights. This results in time savings and error reduction and enhances the ability to complete projects on schedule and within budget.
The Project Management suite has 8 apps. These apps work together to provide the full functionality. The Apps in the suite Project Management for Business Central suite are:
Project Template, Attributes, Invoice Template, Departments, Fixed Assets, Financial Allocation, Date Filter and Combine Invoicing.

The Combined Invoices functionality
The Combined Invoices functionality makes it possible to create Sales Invoices and Sales Credit Memo’s in batch and combine billable Job Planning Lines in Sales Invoices and Sales Credit Memo’s on the following levels:

  • Sell-to Customer: Invoices or Credit Memo’s will be combined on Sell-to Customer No. Planning Lines with the same Sell-to Customer No. will be combined in one invoice or credit memo.
  • Bill-to Customer: Invoices or Credit Memo’s will be combined on Bill-to Customer No. Planning Lines with the same Bill-to Customer No. will be combined in one invoice or credit memo.
  • Job: Invoices or Credit Memo’s will be combined on Job No. Planning Lines with the same Job No. will be combined in one invoice or credit memo.

FAQ:

  1. How do I install and set up the application?
    For an installation and setup guide please refer to the Project Management for Business Central manual, chapter Combined Invoice .
  2. What functionality does this app give me rather than standard Microsoft Dynamics Business Central?
    The Project Management – Combined Invoices app provides an overview page of billable Job Planning Lines in which conditions can be set to determine how invoices or credit memo’s will be combined and created in batch.
  3. How will this app help my business?
    In standard Business Central it is possible to manually create Sales Invoices or Credit Memo’s per Job or in batch per Job. This is an time consuming effort and additionally it is not possible to combine invoices or credit memo’s per customer. The Project Management – Combined Invoices app adds to functionality to create an overview of billable Job Planning Lines in which a filter and/or selection can be made to determine which lines will be transferred to an invoice or credit memo. Additionally the invoices and credit memo’s can be created in batch and combined per Sell-to Customer, Bill-to Customer or per Job.
  4. Who are Prodware and are they located near me if I need local support?
    Prodware is a global company with regional offices in 13 countries, delivering performance to our customers. We are in the business of helping companies step into the future by building the business processes of tomorrow. Contact us using the link below and we will route your specific question to your local team.

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