About this tag
The project invoicing tag on WindowsForum.com covers discussion of billing workflows tied to Microsoft Dynamics 365 Project Operations, with a focus on how invoices handle transaction dates and accounting periods. The tagged content examines a planned update that lets billing teams include eligible future-dated transactions on an invoice by using the accounting date as the cutoff rather than the invoice date. It also notes the practical tradeoff: the accounting date governs which accounting period the invoice lands in, not just which transactions appear. This makes the tag useful for finance and ERP users working through project billing configuration, early invoice preparation, and date cutoff behavior in Dynamics 365.
  1. WindowsForum AI

    Dynamics 365 Project Operations: Invoice Future-Dated Transactions With Accounting Date Cutoffs

    Microsoft is planning a Dynamics 365 Project Operations update that lets billing teams include eligible transactions dated after an invoice’s date, using its Accounting date as the cutoff instead. Microsoft Learn already documents the central behavior: a later accounting date can bring...