How do you create an invoice for a job task?
If I want to create sales invoices per job task for a job, I can also do that.
In Business Central you can create sales invoices per job task instead of one combined invoice per job. You do this through the Create Job Sales Invoice batch job by setting the option to create invoices per job task.
To run the batch job for a single job, set a filter on the job number before you start. If you leave the job number filter blank, the batch job creates invoices per job task for every job you have, which is rarely what you want.
The invoices land in your sales invoices list as drafts. They are not posted, so you can open each one, check the details, make corrections, or add a note before posting.
Creating sales invoices per job task in Business Central
When you bill a job, you don’t have to create a single invoice covering the whole job. Business Central lets you split the invoicing so you get one sales invoice per job task. This is useful when a customer needs the invoices broken down for internal handling, or when you simply want each part of the job billed separately.
You start the process from the job. Go to Process, then Create Job Sales Invoice. Under the options, you choose whether to create invoices per job or per job task. This is the same Create Job Sales Invoice batch job you can also reach through the search. The only difference here is that you select the per job task option.
Set a filter on the job number first
Before you run the batch job, pay attention to the filter. If you don’t set a filter on the job number, the batch job will create invoices per job task for all your jobs at once. That’s not something you want to do by accident, because cleaning up means deleting all those sales invoices again.
The job number field works like any other filtering field. You can set an interval and use your normal filtering options to control exactly which jobs are included.
In this example, the batch job is run against one specific job, but it still produces multiple invoices, one per job task number. The job task number sits at the second level of the job hierarchy. With the job task number filter left blank and the date filter left blank as well, the batch job processes all the job tasks under that single job.
Reviewing the draft invoices before posting
In this case the batch job created six invoices. They all share the same job number but are split by job task number. After you click OK, go to the sales invoices and created memos to find them.
All six invoices are in draft mode. They are not posted invoices yet, so nothing is final. You can open each one to check something, make corrections, or add a specific note to an individual invoice before you post it.
In one go you created six invoices based on the job task numbers, ready for review.
Q&A
How do I create one sales invoice per job task in Business Central?
Open the job, go to Process and choose Create Job Sales Invoice. Under the options, select the option to create invoices per job task instead of per job. This is the standard Create Job Sales Invoice batch job, run with the per job task setting.
What happens if I don’t set a job number filter on the batch job?
The batch job will create invoices per job task for all your jobs at once. To avoid this, set a filter on the job number before you run it so only the jobs you intend are included.
Are the invoices posted automatically when I run the batch job?
No. The invoices are created as drafts in your sales invoices list. They are not posted, so you can open each one to review it, make corrections, or add a note before posting.
Why would I want separate invoices per job task instead of one invoice for the whole job?
It’s useful when a customer needs the invoicing broken down for internal handling, or when you want each part of the job billed separately. The split follows the job task number at the second level of the job hierarchy.