Attaching invoices to projects helps you track the financial status of each of your activities separately.

Ways to attach an invoice:

  1. Directly from the project (recommended):
    • Go to the dashboard of the specific project.
    • Click the "New Invoice" button (receipt icon in the top right).
    • The system will automatically fill in the project and client on the new invoice.
  2. When creating a new invoice:
    • Go to the "Invoices" -> "New Invoice" section.
    • In the invoice details section, you will find the "Project" field.
    • Select the project you want to attach it to.
  3. For an existing invoice:
    • Open the invoice for editing.
    • Select the project from the drop-down menu in the "Project" field.
    • Save your changes.

Once the invoice is attached, it will appear in the "Invoices" tab within the project itself, and its amount will be included in the project's statistics.