This article describes the steps for the two methods of adding Invoices to Projects. Please note that you cannot link an Invoice to a Project after the Invoice is created, the Invoice must be created from the Project using one of these methods.
Creating an Invoice from the Project Details Page
You can easily add an Invoice to a Project directly from the Project Details page of the Project you wish to add the Invoice to.
Open up your right-hand Project Sections, then scroll down to Invoices and click the "+ Add" button (if you do not see the Invoices section here, you will need to first adjust your Project Layout settings):
This brings up the Invoice Creation module, from which you can name your invoice, select the type of billing you wish to do, and select the relevant Items based on the type of billing you've selected:
After you click "Create" on the final step, your Invoice is created and you can view it and make any further changes you wish to make on the Invoice Edit screen:
The invoices you create for this project will then show in the Invoices section of your Project Details page:
Any Time you've invoiced for will be accounted for on the Time tab under "Invoiced Time":
And if you are using our Financial Suite, that Invoice will also show against your Profitability tab:
Creating an Invoice from the Invoices Page and Associating it to a Project
To create an Invoice directly from the Invoices section of your account and associate it to a Project, hover over "Invoices" in the left-hand menu then click the "+ Add" button:
This will bring up the create Invoices screen, ensure the Invoice From type is set to "Projects":
Once you've selected a Client, the Projects that are associated to that Client will appear at the bottom of this screen, so that you can select the Project you wish to Invoice:
On the next screen, select the type of Invoicing you wish to do:
Finally, select the Items you wish to Invoice for, and click create:
You will then be taken to the Invoice editing screen, where you can make any further edits to your Invoice that you wish:
That Invoice will also appear on the Project Details page of the Project you created it from, and on the Profitability tab if you have the Financial Suite, and show against your Invoiced Time on that Project as well:
