Managing invoicing within project operations is an integral part that project managers use on a daily basis for billing purposes. Earlier invoicing in Project Operations required multiple clicks and a lot of manual work, as features like bulk editing, consolidation of line items were not feasible.
With Microsoft’s new Modern Invoice experience, the entire process becomes faster and far more efficient. Inline editing, automated calculations, and improved visibility of pending and edited transactions significantly reduce manual effort.
In this blog, we’ll walk you through how to enable and use Modern Invoicing in Project Operations. You can refer to this doc for more details.
Prerequisites: How to Enable the Modern Invoice Feature
To activate the Modern Invoice experience in Project Operations:
- Navigate to the Parameters entity under the Settings area.
- Click the Feature Control button in the ribbon.
- Enable the Modern Invoice feature.
After enabling the Modern Invoice feature, navigate to the Invoices entity in the Sales group. Here, you can see the option – ‘To access the new experience, switch to the Modern Invoice form’ in which you need to select the ‘Modern Invoice’ form as shown below.
Note: Choose Existing Invoice or create a New Invoice using Modern Invoice form.
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