{"id":42916,"date":"2025-11-26T14:54:00","date_gmt":"2025-11-26T09:24:00","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=42916"},"modified":"2025-11-26T14:54:00","modified_gmt":"2025-11-26T09:24:00","slug":"how-to-use-modern-invoicing-in-project-operations","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/11\/how-to-use-modern-invoicing-in-project-operations\/","title":{"rendered":"How to Use Modern Invoicing in Project Operations"},"content":{"rendered":"

\"How<\/p>\n

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.<\/p>\n

With Microsoft\u2019s 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.<\/p>\n

In this blog, we\u2019ll walk you through how to enable and use Modern Invoicing in Project Operations. You can refer to this doc<\/a> for more details.<\/p>\n

Prerequisites: How to Enable the Modern Invoice Feature<\/strong><\/h3>\n

To activate the Modern Invoice experience in Project Operations:<\/p>\n

    \n
  1. Navigate to the Parameters entity under the Settings area.<\/li>\n
  2. Click the Feature Control button in the ribbon.<\/li>\n
  3. Enable the Modern Invoice feature.<\/li>\n<\/ol>\n

    \"Modern<\/p>\n

    After enabling the Modern Invoice feature, navigate to the Invoices entity in the Sales group. Here, you can see the option – \u2018To access the new experience, switch to the Modern Invoice form\u2019 in which you need to select the \u2018Modern Invoice\u2019 form as shown below.<\/p>\n

    Note: Choose Existing Invoice or create a New Invoice using Modern Invoice form<\/em>.<\/p>\n

    \"Modern<\/p>\n

    Exploring the Modern Invoice Experience<\/strong><\/h3>\n

    After switching to the Modern Invoice form, open any invoice record, and you will automatically see the updated interface. Modern Invoicing supports several productivity-enhancing capabilities, including inline edits, bulk updates, and quick access to transaction summaries.<\/p>\n

    \"Modern<\/p>\n

    1. Edit Invoice Lines Inline<\/strong><\/h3>\n

    Navigate to the Products<\/strong> tab to edit values directly within the grid, such as Tax.<\/p>\n

      \n
    1. Update the Tax value inline.<\/li>\n<\/ol>\n

      \"Modern<\/p>\n

        \n
      1. Select Update totals<\/strong> on the ribbon.<\/li>\n<\/ol>\n

        \"Modern<\/p>\n

        The revised Tax value will appear in the Summary<\/strong> tab, making it easy to verify recalculated totals.<\/p>\n

        \"Modern<\/p>\n

        2. Bulk Edit Invoice Line Details<\/h3>\n

        Modern Invoicing allows you to update multiple line detail records at once:<\/p>\n

          \n
        1. Navigate to the Invoice Line Details tab.<\/li>\n
        2. Select multiple records.<\/li>\n<\/ol>\n

          \"Modern<\/p>\n

            \n
          1. Enter the updated values you want to apply.<\/li>\n<\/ol>\n

            \"Modern<\/p>\n

            This eliminates the need to edit each line individually, saving time, especially when working with similar items.<\/p>\n

            \"Modern<\/p>\n

            3. View Pending or Edited Transactions<\/strong><\/h3>\n

            To track transaction progress:<\/p>\n