Create a new invoice document from within the all invoices list, to save time in navigating to the project invoices tab.
- Open invoices list.
- Click the 'add' button in the top right corner.
- A list of projects at active status is shown. Either scroll through the list to find the project that you want to add, or type part of the project name in the 'search' box and click the search button.
- Click a project row to start creating an invoice.
- Complete the rest of the steps required in the creating an invoice process.
Tip: To create a credit note document first open the invoice that the credit will be linked to.