We have milestone project tasks. We want to automate the billing for such project/ project tasks to reduce the load on finance team. Is there any standard feature with which invoices are auto generated. Or we will have to go towards a scripted solution ?

Set you billing type to milestone then setup a billing schedule with recurring invoices

Thank you, will look into it. Our billing schedules are manually created by operations team based on the input provided by PMs and there are some conditions that need to be met before we can do recurring payments. For instance, Not every time the task is completed on time, and since it's a service based company, need to make sure only once the milestone is achieved the billing happens, so will have to create a custom field which the project manager can update. Based on that need to build some logic.

If you use billing schedules the PM can mark the task complete and the billing schedule will update automatically to when the task was marked complete That way your PM can control the billing by marking milestones complete

Thank you, check this Out. One last question, For 1 project we have multiple SO. For example a new opportunity (parent opportunity) comes, we have a sync with sales force automatically a SO is created, along with a custom opp record. After some approvals in SO by operations, the project is created and the sales order is tagged with that SO. But for any new opportunity (child opportunity) for the same project, a new SO is created and project value and end date is extended by the operations team. And based on PMs input new project tasks (milestones are created). We do not have any way to know which milestone belongs to which sales order. Will invoicing be impacted bcz of it, if we follow your above suggestion.

That would be complicated. You’d have to test it. I don’t remember how the module relates invoices to so

Will do, thanks for all the advice. Will come back on this once we finalize the approach