This is what happens in the video
In Business Central, you can invoice a project one phase at a time by filtering on the job task number. This is useful when you use job tasks to represent the phases of a project and want to invoice each phase separately rather than billing the whole job at once.
To invoice a single job task, mark the relevant job task line on the job card, choose Documents, and create the sales invoice. Business Central applies the job number and job task number filters automatically, so only the billable lines for that phase end up on the invoice.
The billable invoice price field updates only after you post the invoice, because posting creates job ledger entries of the type Sale. While the invoice is still in draft mode, the field stays unchanged.
Invoicing a single project phase by job task number
Some companies want to invoice only part of a job rather than the whole thing in one go. This is relevant when you use the job task structure to represent the phases of your project and you want to bill each phase on its own invoice.
On the job card you might have several job tasks, for example a Project Start task and a Workshop and Training task, each with billable lines. If you only want to invoice the Project Start phase at this point, you can handle that directly from the job task line.
Creating the sales invoice for one job task
Mark the line for the job task you want to invoice, then choose Documents and Create Sales Invoice. This opens the same prompt you see when you invoice the whole job. The difference is that Business Central applies the filters for you.
In the example, the system fills in job number S30 and job task number 1000. The expected amount on the invoice is 21,150.00, assuming you are not using date filters or other restrictions that would narrow it further.
To find the invoice afterwards, go to the line, then Documents, then Sales Invoices and Credit Memos. The list is filtered to show only the invoices for that specific job task number, so you can open the one you just created.
Why the billable invoice price only updates after posting
When you open the draft invoice, you will see the 21,150.00 amount, but the billable invoice price field on the job has not changed yet. That is expected behaviour. The field stays empty while the invoice is still in draft.
From here you follow your normal sales process for handling sales invoices, including posting. Once you post the invoice, Business Central creates job ledger entries of the type Sale based on that invoice, and the billable invoice price field gets its value.
Posting the phase invoice
When you post the invoice, you can decline opening the posted invoice if you do not need to see it straight away. The status changes to Posted Invoice, and the invoice amount and related figures are recorded. After posting, the value appears in the billable invoice price because the job ledger entries of the type Sale now exist for that invoice.
Q&A
Can I invoice only one phase of a project in Business Central?
Yes. Mark the relevant job task line on the job card, choose Documents, and create the sales invoice. Business Central applies the job number and job task number filters automatically, so only the billable lines for that phase are invoiced.
How does Business Central know which lines to include when I invoice a single job task?
When you create the invoice from a marked job task line, the system applies the filters for you, setting both the job number and the job task number. Only the billable lines matching those filters are added to the invoice.
Why is the billable invoice price field still empty after I create the invoice?
The field does not update while the invoice is in draft mode. It only gets a value after you post the invoice, because posting creates job ledger entries of the type Sale based on that invoice.
Where do I find the invoice I created for a specific job task?
Go to the job task line, then Documents, then Sales Invoices and Credit Memos. The list is filtered to show only the invoices for that job task number.