Manually linking invoice to project

Go to Menu -> Sales -> Invoices and click Create New Invoice.

  1. Select the customer.
    • A dropdown with projects will be shown below the customer select field (if no projects are associated with the selected customer, the dropdown with projects won’t be shown).
  2. Select the project.
  3. Configure the invoice to meet your needs.
  4. Save the invoice.

Navigate to the project area and click on the tab Sales -> Invoices. You will be able to see the newly created invoice associated with your selected project.

Did you find this article useful?

  • Add New Project Status

    NOTE: This feature is available starting from version 1.6.2. By default, Estate Mailer Pro ships wit...
  • Pin Projects

    If you are working on specific projects every day and need to access them regularly, there is an opt...
  • Project Discussions

    Projects Discussion is a feature in Estate Mailer Pro that allows you to start various discussions w...
  • Disallow project members to see all project tasks

    By default, all project-related tasks are visible to all project members. If you want to show only t...
  • Project Activity

    Project Activity is a feature that allows you to track the activity of a project. There is a way to ...