Professional services firms rely on accurate, timely invoicing to protect cash flow, honour contract terms, and maintain client trust. OMZY extends Microsoft Dynamics 365 Business Central's native project invoicing with support for multiple billing models, automated billing rules, and an end-to-end flow from time entry to invoice, all within a single, integrated system.
Multiple Billing Methods
Time and material, fixed fee, milestone, progress, and calendar billing, all supported within a single project.
Project-level billing rules
Billing logic is defined upfront, reducing manual adjustments at the invoice stage.
Seamless time-to-invoice flow
Time entries and expenses feed directly into invoicing, with no rework or reconciliation.
Batch Invoicing
Multiple invoices can be generated and processed together, reducing effort during billing cycles.
Built inside Business Central
Data moves continuously across project management and financials, with no duplication or external sync.
WHAT BUSINESS CENTRAL DOES OUT OF THE BOX
Microsoft Dynamics 365 Business Central includes project invoicing capabilities within its project module. Time and costs can be posted to a project and later converted into billable transactions, covering the basics of project billing.
This works well when:
• Billing structures are relatively simple
• Projects follow a single billing method throughout
• Limited flexibility is needed across project phases
As project complexity grows, however, a few limitations become more visible. Projects that require multiple billing methods within the same engagement can be difficult to manage. Contract variations may push teams to handle portions of invoicing outside the system. And the connection between project operations and billing can require additional manual coordination.
These gaps increase the risk of inconsistencies between what was delivered and what gets billed.
How OMZY Extends Business Central Invoicing
OMZY is designed specifically for professional services organizations. Rather than treating invoicing as a separate financial step, it embeds billing directly into the project lifecycle.
- FLEXIBLE BILLING METHODS
OMZY supports a wide range of billing models within a single project.
This flexibility reflects how real-world projects operate. Different phases or deliverables often call for different billing approaches, and OMZY supports all of them within the same engagement.
Time and Material
Ongoing engagements billed on actual effort and expenses
Fixed Fee
Deliverables with a predefined price regardless of hours
Milestone-Based
Payments tied to specific project deliverables or stages
Progress-Based
Billing as a percentage of overall project completion
Calendar Billing
Recurring invoices at set intervals (monthly, quarterly, etc.)
BILLING RULES DRIVEN BY PROJECT CONFIGURATION
Billing in OMZY is not handled manually at the invoice stage. Instead, predefined project rules determine how and when transactions become billable.
This means billing logic is set upfront, at the project level, ensuring consistency across projects and reducing the need for one-off manual adjustments when it comes time to invoice.
A SEAMLESS FLOW FROM TIME AND EXPENSE TO INVOICE
Because OMZY is fully integrated with time and expense tracking, invoicing is directly connected to project activity. Time entries and expenses are captured with the appropriate cost categories, rates, and billing logic already applied.
This eliminates the disconnect that often exists between data entry and billing preparation. There is no need to re-enter data, cross-reference spreadsheets, or reconcile against an external tool.
INVOICING: FROM MANUAL PROCESS
TO INTEGRATED WORKFLOW
One of the key differences between standard Business Central invoicing and OMZY lies in how seamlessly billing fits into the project lifecycle. In standard Business Central, invoicing may require additional coordination to align project data, billing rules, and financial outputs. OMZY changes that by embedding invoicing directly into the operational flow of the project.
1. End-to-End Project Billing
OMZY connects the entire financial cycle: from project budget to time and expense entry, through invoicing and revenue recognition. This continuity ensures that every billable transaction originates from structured, validated project data.
2. Batch Invoicing for High-Volume Scenarios
For firms managing a large number of active projects, OMZY supports batch invoicing, allowing multiple invoices to be generated and processed together. This reduces manual effort and improves efficiency during billing cycles.
3. No External Tools, No Reconciliation
Because invoicing is built into the same system as project management and financials, there is no need for external tools, exports, or reconciliation between systems. This keeps data consistent from end to end and significantly reduces administrative overhead.
THE BUSINESS IMPACT OF INTEGRATED INVOICING
The value of OMZY's invoicing model goes beyond convenience. When billing is embedded in the project lifecycle, it has a direct effect on financial accuracy, team alignment, and business performance.
Improved Accuracy
Invoices are generated from structured, validated project data. This reduces billing errors and ensures invoices reflect actual contract terms.
Greater Visibility
Finance teams and project managers share a real-time view of what is billable, what has been invoiced, and what remains outstanding, without switching between systems.
Streamlined Billing Process
Eliminating manual steps and external tools shortens the invoicing cycle and accelerates time to cash.
Better Alignment Between Operations and Finance
Delivery teams, project managers, and finance all work from the same data. Billing decisions are grounded in the same project record, not in separate exports or assumptions.
FREQUENTLY ASKED QUESTIONS
Can a single project use more than one billing method in OMZY?
Yes. OMZY allows different billing methods to be applied within the same project, for example, a fixed fee for the discovery phase and time and material for implementation.
Does OMZY replace Business Central's invoicing module?
No. OMZY extends it. Invoices generated in OMZY post directly into Business Central's financial module, so all your accounting workflows remain intact.
What happens to time entries that are not billable?
Non-billable time is tracked separately and does not flow into invoicing. It remains visible for internal cost management and project profitability reporting.
Does OMZY support invoice approval workflows before sending?
Billable transactions can be reviewed and validated before invoices are generated, giving project managers and finance a checkpoint in the process.