FAQs in this section
How do I track the time spent on a Project?
What is a project?
How can I create a project?
Can I create a project from a deal?
Can I add a document to a project?
How can I add a quote to a project?
How can I create project milestones from projects?
How can I export or print a project record?
Is Projects available in the Sales Starter edition?
How can I create a project from Quick Create?

How can I add invoices to projects?

An invoice or a bill is a non-negotiable itemized statement issued for the products or services rendered to the customer.

Follow these steps to add an invoice from projects:
  1. Click the Menu icon.
  2. Go to the Projects tab.
  3. Select the Projects module.
  4. Open any Project record.
  5. Click the +New button in the Summary View.
  6. Click Add or Create button.
  7. Select Invoices.
  8. Here, you see two options on your screen:
    1. Select Invoices
      1. If you want to add an existing invoice, select this option.
      2. Hover over a record in the list of all existing invoices to display the radio buttons.
      3. Click the radio button on the left side of the record to select the record.
      4. Click Add Selected button present below of the list.
    2. Create Invoices
      1. If you want to add a new invoice, select this option.
      2. Fill all the necessary details.
      3. Click Save.
The linked invoice will be seen in the Sales Ops Widget in the Summary View of the project record.
 
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