Invoice Process Completed Successfully, But No Invoice Was Generated

Modified on Wed, Oct 22 at 5:20 PM

Applies To: Work 365 (Dynamics 365 / Power Platform)
Audience: Billing Teams, Finance Teams, System Administrators

Overview

Seeing “Process completed successfully” but no invoice record? That message means the workflow ran without errors—but Work 365 only creates an invoice when at least one eligible, billable item (Subscription, Non-Recurring Item, or Usage Summary) matches the Billing Contract and target period. If nothing qualifies, no invoice is created.

Common Reasons & What to Check

Reason	Explanation	Resolution
No active billable items on the Billing Contract	The engine skips cycles with nothing billable.	Ensure at least one Active Subscription or NRI with Billable = Yes exists under the contract.
Subscription effective date in the future	Start/Effective dates beyond the invoice date are excluded.	On the Subscription, check Start Date and the first LCL Effective Date; align with the billing cycle.
Incomplete License Change Log (LCL) data	Missing Sales Unit or Selling Price per Unit causes LCLs to be skipped.	Open related LCLs and complete those fields (or correct the Product/Price List).
Usage data missing or archived	Usage-based contracts need active Usage Summaries for the period.	Verify Usage Summaries exist, are Active, within the period, and linked to the correct Billing Contract.
Wrong price list / missing PLI for the unit	Product not present on the contract’s Price List (or missing unit).	Add a Price List Item (Product + Unit + Price) to the Billing Contract’s Price List; re-save the subscription.
Billing Contract dates don’t align	Start/Next Invoice Date/Billing Frequency misaligned with target period.	Review Start Date, Next Invoice Date, and Billing Frequency; adjust and rerun.
Automation created “post-invoice” jobs only	Post-processing triggered without a base invoice (no eligible items).	First ensure eligible billable items exist; then Generate Invoice again.

Step-by-Step Troubleshooting

Open the Billing Contract
Work 365 → Billing Contracts → open the affected contract.
Verify the cycle
- Check Billing Frequency (Monthly/Quarterly/Annual).
- Confirm Start Date ≤ Invoice Date and you’re billing the intended period.
Check contract items
- Subscriptions: Status = Active, Billable = Yes, Start Date ≤ Invoice Date.
- NRIs: Billable = Yes and Effective/Start Date falls within the period.
- Usage: Usage Summaries exist for the period, Status = Active, linked to this Billing Contract.
Review License Change Logs (LCLs)
- On the Subscription → License Change Logs.
- Confirm Effective Date ≤ Invoice Date, Sales Unit, and Selling Price per Unit are populated.
- Fix missing data or re-save to repopulate from the Price List.
Confirm Price List coverage
- Open the Billing Contract’s Price List → Price List Items.
- Ensure the Product + Sales Unit combination exists with a valid Price per Unit (and Cost, if used).
Retry invoice generation
- Back on the Billing Contract, click Generate Invoice for the same (or earliest missing) period.
- Verify an invoice record is now created with at least one line.

Quick Checklist (Fastest Path)

✅ At least one Active, Billable Subscription/NRI exists under the contract
✅ Subscription Start/Eff. Dates are within/≤ the invoice period
✅ LCLs have Sales Unit + Selling Price per Unit populated
✅ Usage Summaries exist for the period (usage scenarios)
✅ Contract’s Price List contains the Product + Unit with a valid Price
✅ Billing Frequency / Next Invoice Date align with the intended cycle
? Generate Invoice again for the period

Prevention & Best Practices

Pre-flight check before runs: Use a saved view/dashboard to confirm billable items exist for upcoming cycles.
Keep catalogs complete: Ensure every sellable product has a Price List Item per unit and currency.
Validate LCLs: Don’t leave LCLs missing Sales Unit or Selling Price per Unit.
Usage cadence: Confirm usage imports completed before invoicing usage-based contracts.
Dates matter: Align Start Date, Next Invoice Date, and Billing Frequency when creating Billing Contracts.

FAQs

Q: The process said “completed successfully.” Why no invoice?
A: The job ran fine, but there were no eligible billable items for that period, so nothing was created.

Q: We use usage-based billing—what’s the #1 thing to check?
A: Confirm Usage Summaries exist and are Active for the invoice period and mapped to the correct Billing Contract.

Q: LCLs exist—why weren’t they billed?
A: LCLs with missing Sales Unit/Selling Price per Unit (or future Effective Dates) will be skipped. Complete those fields and rerun.