How do you create an invoice for a specific job?
If you want to create a sales invoice for one specific job, I can do it from the jobs list.
This is what happens in the video
If you want to invoice a project in Microsoft Dynamics 365 Business Central, you can create a sales invoice directly from the Jobs list. Use the “Create Job Sales Invoice” batch job and set your filters to control what gets invoiced.
To invoice an entire job, set the option “Create Invoice per Job”. This produces one invoice covering the whole job rather than separate invoices per job task.
Leave the job task number field blank to include all job task numbers in the invoice. Leave the date filter blank if you want to invoice everything regardless of date.
The batch job creates a draft sales invoice that you can review before posting. A job can have several invoices over its lifetime, including posted invoices and new drafts.
Creating a sales invoice from the Jobs list
When you need to create a sales invoice for one specific job, you can do it straight from the Jobs list. Go to the Jobs list, choose Process, and select Create Job Sales Invoice. This opens the “Job Create Sales Invoice” batch job. You can also find this batch job by using the search.
Setting filters to invoice a whole job
Because the goal here is to invoice one entire job, you need to set a filter. Set the option to Create Invoice per Job. This creates a single invoice for the whole job.
You could also choose to create an invoice per job task, but if your focus is the whole job, the “per Job” option is the right one. To include every job task in the invoice, leave the job task number field blank.
You can also choose whether to limit the invoice by date. In this example, no date filter is added, so the field is left blank as well.
Reviewing the created invoice
When you run the batch job, it creates one invoice. Opening the job shows the result. In this case, the job already had a posted invoice, and the batch job has now created a new draft invoice. That means there are two invoices on that specific job: the previously posted one and the new draft you can still review and adjust before posting.
Q&A
How do you create a sales invoice for a specific job in Business Central?
Go to the Jobs list, choose Process, and select Create Job Sales Invoice. This opens the Job Create Sales Invoice batch job, where you set your filters and run the job to create the invoice. You can also find the batch job using search.
How do you invoice a whole job instead of individual job tasks?
Set the option to Create Invoice per Job. This produces one invoice for the entire job. If you choose Create Invoice per Job Task instead, you get separate invoices for each task.
How do you include all job tasks in the invoice?
Leave the job task number field blank. This includes all job task numbers in the invoice.
Can a job have more than one invoice?
Yes. A job can have several invoices, including previously posted invoices and new draft invoices. After running the batch job, you may see both a posted invoice and a new draft invoice on the same job.
Is the invoice posted automatically when you run the batch job?
No. The batch job creates a draft invoice. You can review and adjust it before posting.