--- title: "Sales and marketing" slug: "bc-sales-and-marketing" description: "Manage project invoicing with options for Sell-to and Bill-to customers, including split billing and custom addresses for efficient project tracking." updated: 2026-06-25T07:58:32Z published: 2026-06-25T09:59:17Z canonical: "docs.staedean.com/bc-sales-and-marketing" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.staedean.com/llms.txt > Use this file to discover all available pages before exploring further. # Sales and marketing Microsoft Dynamics 365 Business Central considers projects "a special kind of sales order." Every control feature of the project can be maintained (**Planning**, **WIP**, **Posting**). Use sales invoices and credit memos to invoice the project as per the invoicing method. On the **Project card**, first select a **Sell-to Customer**. By default, this is also the **Bill-to Customer**. On the **Invoice and Shipping** tab of the **Project card**, select one of the following options in **Bill-to**: - **Default (Customer)**: same as the **Sell-to Customer**. - **Another Customer**: the tab expands with additional fields to select another customer from the customer list. - **Custom Address**: the tab expands with empty address fields to specify a custom address for the **Sell-to Customer**. Project Control Suite further extends this functionality. ## Project Sell-to and Bill-to customers A project with status **Open** must have a **Sell-to Customer** as the principal customer for the project. On the **Invoice & Shipping** tab, the **Bill-to Customer** offers the following options: - **Default (Customer)**: same as the **Sell-to Customer** on the **General** tab. - **Another Customer**: Anywhere Mobility Solutions customer selected from the customer list. - **Custom Address**: the account number of the **Sell-to Customer** with specific address fields unique to the project. From **Related** > **Sales & Marketing**, open the **Project Customers** list to add additional customers for the project, enabling the following features. ### Split billing Initially, the **Bill-to Customer** shows 100% in the **Charge %** column. Adjust this percentage and specify a percentage for each customer, as long as the total adds up to 100%. These percentages are applied when project billable lines are created with the **Initialize Fixed Price Billing** action. The **Initialize Fixed Price Billing** action splits the contract amount as per the invoicing schedule and splits each line per customer based on the percentage in the **Project Customer** list. > [!NOTE] > Note > > - Split billing can only be used for the project **Bill-to Customer** when the invoicing method for the project is **Fixed Price**. > - When **Another Customer** has been selected, the 100% indicator shows on the line of the **Bill-to Customer**. ### Customer per project task Microsoft Dynamics 365 Business Central 24 offers new functionality for project tasks. These new functions are integrated in Project Control Suite (APM). On the **Project card**, the **Task Billing Method** field lets you select between **One Customer** or **Multiple Customers**: - **One Customer**: the entire project is invoiced from the **Project card**. The main customer is the **Sell-to Customer**. On the **Invoice and Shipping** tab in the **Bill-to** field, select: - **Default (Customer)**: Sell-to = Bill-to. - **Another Customer**: Sell-to ≠ Bill-to. - **Custom Address**: Sell-to = Bill-to with a project-specific address. - **Multiple Customers**: you can select a different customer on the **Project Task card**. The field is only available on the **Project Task card** when this option is selected. On the **General** tab of the **Project Task card**, select a different **Sell-to Customer** for the project task. On the **Invoice and Shipping** tab of the **Project Task card**, the same **Bill-to Customer** options are available as on the **Project card** (see One Customer above). On the same tab, the following **Ship-to Address** options are available: - **Default (Sell-to Address)** - **Alternate Shipping Address**: select from the sell-to customer's ship-to addresses. - **Custom Address**: sell-to customer with a project task-specific ship-to address. The **Posting** tab shows the APM-specific fields for the invoicing methods. The billable lines for the project task are initialized from the project billable lines. On the **General** tab of the **Project Task card**, the following APM fields have been added: - **Next Task No.** - **Surcharge Model Code** - **Work Type Code** Use **Show More** to show additional APM fields: - **Project Element No.** - **Project Activity No.** (also shows **Description 2**) - **Project Change Order No.** - **Planning Multiplier** The **APM Planning** tab shows the APM-specific planning and delivery fields. The **Project Task card** also shows the project planning lines for the project task. The sub-page is not editable and lists all planning lines for the project task. With the actions, you can open: - **Project Task Budget Lines** (only when the project task type is **Posting**). - **Project Task Planning Lines** (only when the project task type is **Posting**). - **Project Task Billable Lines** (only when the project task type is **Posting** or **Milestone**). - **Project Task Posted Delivery**. In Industrial Equipment Manufacturing, each project task can have its own **Bill-to Customer** with a separate invoicing method. Only customers from the **Project Customer** list can be selected. Billing per project task is customer-specific, so split billing is not available. When a sales invoice is created from the project task billing lines, the **Sell-to Customer** is taken from the project header (the principal customer). The **Bill-to Customer** is taken from the project task. > [!NOTE] > **Note** Microsoft Dynamics 365 Business Central lists sales invoices per **Sell-to Customer**. ## Ship-to addresses In Microsoft Dynamics 365 Business Central, ship-to addresses are always linked to the **Sell-to Customer**. Industrial Equipment Manufacturing follows that data model. On the **Invoice and Shipping** tab, several **Ship-to Address** options are available: - **Default**: same address fields as the **Sell-to Customer**. - **Alternate Ship-to Address**: select an address from the sell-to customer's ship-to addresses, or use the **Create Ship-to from Contact** wizard to quickly add an address to the list. - **Custom Address**: enter a one-time custom address for the **Sell-to Customer**. In Industrial Equipment Manufacturing, deliveries from the project are made from the project task. Specify a **Ship-to Address** on the project task: 1. The drill-down in the **Ship-to Address** field shows the ship-to addresses for the project's **Sell-to Customer**. 2. With the **New** option, create a new ship-to address. This is added to the **Sell-to Customer's** ship-to address list. 3. You can also use the **Create Ship-to from Contact** wizard to copy the address fields from the **Contacts** list to the customer's ship-to addresses. > [!NOTE] > Note > > A ship-to address created from the contacts list is marked as **Created from Contact** so temporary addresses can be easily found and removed when no longer required. ## Project contacts Shows a list of the contacts for the project. The principal contact is added in the project header as specified in the **Sell-to Customer**. From **Related** > **Sales & Marketing**, open the **Contacts** list to add additional contacts for the project. The drill-down in the **Contact No.** field shows all contacts. Click the column labels to sort by Name, Type (Person, Company), or City. Use the **Select from full list** option to show a list where persons are grouped per company. ## Related - [Project cost types](/bc-project-cost-types.md) - [Create a project quote from an opportunity](/bc-create-a-project-quote-from-an-opportunity.md) - [Create a project from a sales quote](/bc-create-a-project-from-a-sales-quote.md) - [Project costs and pricing](/bc-project-costs-and-pricing.md)