Hi Everyone, I am deeply confused with how to bill projects using a charge-based billing type when the feature 'Consolidate projects on sales transactions' is enabled. Do any of you have some pointers?

You need to create a Sales Order, choose the Customer record. Just above line level, there is a option “refresh items from project” Select the project It will auto populate the charge items from the project to show on the Sales Order. Once you generate a charge on a project and set it to ready A button will show of Next Bill on Sales Order

Hi Rachael, Thanks for the pointers. I have since figured out this step and this allows me to get Milestone based charge on the invoice but time based charged in the ready state are not shown when trying to invoice or refreshing the items. it also does not show up in the 'billable time' sublist when creating an invoice.

You need to Approve the time, then click the Generate Charge time button Once the charge is generated you can then define it as ready so it shows for your next bill option on the sales order

I have these charges generated and marked as ready,

Is it not showing on the Items tab?

The items tab is showing the milestone charges from this project. let me check the fullfill box