FAQs in this section
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?
Table of Contents
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:
Follow these steps to add an invoice from projects:
- Click the Menu icon.
- Go to the Projects tab.
- Select the Projects module.
- Open any Project record.
- Click the +New button in the Summary View.
- Click Add or Create button.
- Select Invoices.
- Here, you see two options on your screen:
- Select Invoices
- If you want to add an existing invoice, select this option.
- Hover over a record in the list of all existing invoices to display the radio buttons.
- Click the radio button on the left side of the record to select the record.
- Click Add Selected button present below of the list.
- Create Invoices
- If you want to add a new invoice, select this option.
- Fill all the necessary details.
- Click Save.
- Select Invoices
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment