This is what happens in the video
In Business Central you can append job planning lines to an existing sales invoice instead of deleting the original invoice and creating a new one. This is useful when you have lines that fell outside your original job invoice filter, or when you have a manual invoice for something sold outside the job that you want linked together.
To do this, open the job, go to the job planning lines, select the lines you want to add, then use Process and Create Sales Invoice. Choose the option to append to an existing sales invoice number rather than creating a new one.
When you append to an existing invoice, you leave the posting date blank because the lines inherit the posting date from the invoice you are appending to.
Appending job planning lines to an existing sales invoice
Say you want to add a few lines to an invoice that already exists for a customer. Maybe those lines fell outside the filter you used on the original job invoice. Or maybe you created a manual invoice for something you are selling the customer outside the jobs, and you want both linked together.
Instead of deleting the existing invoice and building a completely new one, you can simply append the extra lines to it.
How to append lines from the job planning lines
Start by opening the specific job and going to the job planning lines. In this example there are two lines with an invoice quantity that need to be added.
Click on Process and then Create Sales Invoice. In the dialog, choose Append to Sales Invoice No. instead of creating a new invoice.
At this point you can see that an invoice already exists for this customer. You can open the card to check the contents. In this case it is an item line for 10 bikes, which was apparently not handled in the jobs module.
Confirm that this is the invoice you want to append to and say OK.
Why the posting date stays blank
Because you are not creating a new invoice, the posting date is left blank. The lines inherit the posting date from the invoice you are appending to, so there is nothing to fill in manually.
Verifying the result
After confirming, the two lines transfer successfully to the invoice. To check, go to the Sales Invoices and Credit Memos list and open the invoice. You will see the original 10 bikes alongside the two resource lines you just appended.
Q&A
How do I add lines to an invoice that already exists in Business Central?
Open the job, go to the job planning lines, select the lines you want to add, then click Process and Create Sales Invoice. Choose Append to Sales Invoice No. and select the existing invoice you want to add the lines to.
Do I have to delete the original invoice to add more lines?
No. Instead of deleting the existing invoice and creating a new one, you can append the new lines directly to the existing invoice using the Append to Sales Invoice No. option.
Why is the posting date blank when I append lines to an invoice?
Because you are not creating a new invoice, the appended lines inherit the posting date from the invoice you are appending to. That is why the posting date is left blank during the process.
When would I want to append lines instead of creating a new invoice?
When you have lines that fell outside your original job invoice filter, or when you have a manual invoice for something sold outside the job that you want linked together with the job lines.