Project invoicing with Dynamics 365
The project invoicing in Dynamics 365 lets you automate your invoicing based on milestones, time spent or services delivered. You secure your revenue, reduce errors and accelerate cash flow thanks to unified project and financial management.
The challenges of project invoicing
Project invoicing is often complex: milestones not tracked, forgotten hours, late approvals and gaps between services delivered and invoices. Without an integrated tool, lead times grow longer and cash flow weakens.
- Delays in approving or generating invoices
- Risk of missed services or hours
- Lack of consistency between projects and finance
- Difficulty tracking milestones and contracts
- Risk of manual errors
Project invoicing with Dynamics 365
Dynamics 365 automates project billing based on actual data: time spent, milestones reached, services delivered, reallocated purchases or contractual stages. The ERP ensures full consistency between project activities and finance, drastically reducing the risk of errors. With workflows, contractual rules and configurable templates, companies gain speed, reliability and visibility. Teams track progress, anticipate revenue and improve the quality of financial management. Project billing becomes smoother, better controlled and more efficient.
Our FiveForty expertise
FiveForty configures your project billing in Dynamics 365 by aligning your contractual rules, billing methods (milestones, time-based, fixed price, time & materials) and internal processes. We harmonize your approval workflows, clarify roles, secure the data coming from project teams and automate allocation rules. With strong project and finance expertise, we turn project billing into a lever for improving cash flow, transparency and customer satisfaction. With FiveForty, you invoice faster, more accurately and with greater peace of mind.
Key features of Dynamics 365 project billing
- Automated milestone billing
- Time-based / fixed-price / time & materials billing
- Full integration with timesheets
- Project → finance → customer alignment
- Contract tracking and billing terms
- Approval and control workflows
erp & chill
Why choose FiveForty?
From integration to maintenance.
Clear management, smooth reporting and shared decisions.
Well-managed processes and a team that is always there to listen.
Personal, responsive and always cheerful support.
Invoicing a project without losing margin
Between work performed and cash collected lies the main cash leak for project-based companies.
Project billing methods
Time and materials, fixed price, contractual milestones or subscription: each contract imposes its own rules, which must apply automatically rather than being re-entered.
Progress billing
Invoicing as work progresses rather than at final delivery significantly reduces working capital requirements and gives the customer visibility that limits disputes.
Contractual milestones and progress statements
Reaching a milestone triggers invoicing. But the milestone must be recorded as reached in the system, not through an exchange of emails.
Expense recharging
Travel, purchases made on the client’s behalf, external services: rebilling them must be systematic and documented, otherwise it silently erodes margin.
Work in progress and unbilled revenue
Work completed but not yet billed ties up cash. Tracking it continuously is often the fastest gain from an ERP project in service businesses.
Amendments and overruns
An out-of-scope request must produce a priced change order before it is carried out. Without a formal mechanism, the overrun is discovered at billing time, which is too late.
A question? An answer.
Frequently asked questions
Dynamics 365 connects your internal and outsourced flows, structures costs and manages quality. Conventional software remains isolated and does not cover the complete chain.
Yes. Subcontracting in Dynamics 365 adapts to small and mid-sized businesses as well as mid-market companies thanks to modular, progressive configuration.
Depending on the number of partners and the complexity of outsourced flows, implementation ranges from a few weeks to several months.
Yes. Power BI makes it possible to track costs, lead times, partner performance and anomalies using synchronized Dynamics 365 data.
It is invoicing as work progresses, based on milestones reached or percentage of completion, rather than at final delivery. It reduces working capital requirements and limits disputes.
Any out-of-scope request must result in a priced and approved change order before the work is done. Without this mechanism, the overrun only appears at invoicing time, when it is no longer negotiable.
By invoicing based on progress rather than on completion and by monitoring work in progress continuously. Work performed but not invoiced is tied-up cash, often underestimated in project-based businesses.
Yes, as long as they are linked to the project when entered: travel, purchases made on behalf of the client and external services are recharged according to the contract terms, with no manual rework.