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Project make multiple Proforma Invoices instead of just one


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I have a project that needs to be billed, there was a task added for additional revenue and for some reason when you click run project billing it is creating two proformas instead of putting all the lines together on one invoice... Help...

Best answer by Anna Devyatko

@Gillian , you can also check Customer Location on project tasks that were billed
if Location is different on project tasks, system will create separate invoice per Customer Location

 

 

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5 replies

joelhoffman
Acumatica Moderator
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  • Acumatica Moderator
  • 277 replies
  • October 31, 2023

Hi @Gillian ,

You will want to check a couple of flags/settings within the billing process.

One option, at a project task level, there is a checkbox for ‘Bill Separately’, make sure this matches what you wish to do.

 

Another option, is within Billing Rules.  There is an “Invoice Group” field on the billing rule steps, which can be used to group items for invoicing.

Check these settings and see if it makes a difference.

Thanks.


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  • Author
  • Freshman II
  • 13 replies
  • October 31, 2023

Nope… neither of those are selected. I have never had this issue before, I feel like I have looked over this project 100 times and I do not know what it causing it. It has been invoiced previously and this is a new line item, but this isn’t the first new line item either. 


Anna Devyatko
Varsity I
  • Varsity I
  • 17 replies
  • Answer
  • October 31, 2023

@Gillian , you can also check Customer Location on project tasks that were billed
if Location is different on project tasks, system will create separate invoice per Customer Location

 

 


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  • Author
  • Freshman II
  • 13 replies
  • October 31, 2023

@Anna Devyatko That was it!!!! Thank you so much!!


Anna Devyatko
Varsity I

@Gillian , yay! glad to help =)


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