Hi everyone, I have a question about charge-based billing from projects. My client has decided to do billing without using Sales Orders because the refresh functionality is too complex, among other reasons. So, they create charges from the project and bill directly from the project. They asked me to check whether there is any way to customize this, maybe with a Suitelet, to add an extra Project filter so they can bill by project, since the standard Invoice Billable Customers screen does not allow filtering by project. Does anyone have any insights?

you might wanna explore billing operations there you can add a saved search and you can define the criteria for customers and hopefully projects too

Hi AB, Thanks for your reply. The Saved search that can be user on filter should be of type transaction. I dont use sales order. Directly generating charges from project and bill them

you can customize the view and add filter there