Manually linking invoice to project

  1. Go to Menu -> Sales -> Invoices and click Create New Invoice
  2. Select customer.
  3. A dropdown with projects will be shown below the customers select field (if no projects associated with the selected customer the dropdown with projects wont be shown)
  4. Select the project
  5. Configure the invoice for your needs
  6. Save the invoice
  7. 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.

link invoice to project

Did you find this article useful?

  • Add New Project Status

    NOTE: This feature is available starting from version 1.6.2 By default Monkey CRM ships with 5 prede...
  • Pin Projects

    If you are working on specific projects everyday and you need to access them everyday there is an op...
  • Project Discussions

    Projects discussion is a feature in Monkey CRM which will give you ability to start various discussi...
  • Disallow project members to see all project tasks

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

    Project activity is feature where can be track the activity of the project. There is a way to turn o...