Creating an invoice - project

[jim_43]

I'm searching for a way to create an invoice for a project. Is it possible to create an invoice in ServiceNOW for a project? For example, the project may have consisted of strictly labor. How could I generate an invoice for a project and charge a customer for the hours charged against a project?

[sachin_namjoshi]

you can utilize OOB resource plan functionality for project invoicing.

Resources can block time against capex or opex efforts and you can charge project with corresponding cost plan breakdowns for each fiscal month.

View actual project costs

Resource plan costs

Regards,

Sachin

[jim_43]

What are my options if I do not have project management with financials turned on? We have not purchased that component but would still like to product project invoices.

[sachin_namjoshi]

You don't need project management with financials plugin activated for using cost plan functionality.

You can just configure report on cost_plan table and create spreadsheet invoice for capex, opex cost for any project which is broken down by each fiscal month.

Also, you can build invoice custom functionality if you don't want to go with OOB project management with financial plugin.

Regards,

Sachin