Project Invoicing with Dynamics 365
Project Invoicing in Dynamics 365 enables automated billing based on milestones, time entries, or completed services. You secure revenue, reduce errors, and accelerate cash flow through unified project and finance management.
Project invoicing challenges
Project billing is often complex: untracked milestones, missed time entries, delayed approvals, and discrepancies between services delivered and invoices issued. Without an integrated system, billing cycles are extended and cash flow is impacted.
- Delays in invoice validation or generation
- Risk of unbilled services or hours
- Lack of alignment between projects and Finance
- Difficult tracking of milestones and contracts
- Exposure to manual errors
Project Invoicing with Dynamics 365
Dynamics 365 automates project invoicing based on actual data: time entries, achieved milestones, delivered services, reallocated purchases, or contractual stages. The ERP ensures full consistency between project activities and Finance, significantly reducing the risk of errors. Through configurable workflows, contractual rules, and billing templates, organizations gain speed, reliability, and visibility. Teams monitor project progress, anticipate revenue, and improve financial management quality. Project invoicing becomes more streamlined, controlled, and performance driven.
Our FiveForty expertise
FiveForty configures your project invoicing in Dynamics 365 by aligning contractual rules, billing methods such as milestone based, fixed price, time and material, and internal processes. We standardize approval workflows, clarify roles, secure project data, and automate allocation rules. With strong expertise in project management and Finance, we turn project invoicing into a lever for improved cash flow, transparency, and customer satisfaction. With FiveForty, you invoice faster, more accurately, and with greater confidence.
Key Project Invoicing features in Dynamics 365
- Automated milestone based invoicing
- Support for fixed price, time and material, and service based billing
- Full integration with timesheets
- Alignment from project to Finance to customer
- Contract and billing terms tracking
- Approval and control workflows
erp & chill
Why Choose FiveForty?
From integration to maintenance.
Clear governance, transparent reporting, shared decisions.
Well controlled processes and a team that truly listens.
Human, responsive support always delivered with a smile.
A QUESTION? An answer.
Frequent asked questions
Dynamics 365 connects project execution and Finance in a unified data model, ensuring automated and accurate billing. A traditional system relies on manual consolidation and disconnected tools.
Yes. Project Invoicing in Dynamics 365 supports both SMEs and mid sized companies through modular configuration and phased deployment.
Depending on contractual complexity, billing models, and integration scope, implementation can range from a few weeks to several months.
Yes. Power BI enables real time analysis of billed revenue, unbilled work, milestone status, margin, and billing cycle performance using synchronized data from Dynamics 365.