Managing Proforma Invoicing and Corrections in Dynamics 365 Project Operations

Accurate billing is the backbone of successful project management, yet managing draft invoices and adjustments can often lead to costly delays. This course guides you through the essential processes of managing proforma invoices and corrections within Dynamics 365 Project Operations. You will transition from understanding basic billing concepts to confidently preparing, reviewing, and correcting project invoices to ensure seamless financial operations. Learn to: Understand foundational billing concepts and the role of proforma invoices in project-based organizations; Create and draft proforma invoices accurately from project contract lines and actuals; Review and approve draft invoices using standard review workflows; Apply corrections and reversals to posted invoices to resolve billing discrepancies; Configure modern automated billing setups and validation rules to minimize manual errors. The course starts with essential terminology and setup requirements before guiding you through step-by-step written scenarios for drafting, adjusting, and finalizing invoices. Designed for junior project managers, billing administrators, and functional consultants new to Dynamics 365 Project Operations, this course requires no prior invoicing experience. Start reading today to master your project billing workflows.