Each project has a folder location that is automatically created called 'Invoices'. This folder is shown with a locked symbol to reflect that this folder cannot be edited or deleted, as it is the fixed location that invoice and credit note documents are saved within.
Within the 'invoices folder' you will find:
- A word document copy of each finalized invoice or credit note. This is automatically created using the default template when the invoice or credit note is finalized.
- A PDF file for each finalized invoice or credit note. This is automatically created each time a new file version for the matching word document is uploaded.
- Both the word document and the PDF file are named the 'invoice number' or the 'credit note number'.
- Previous versions of the file are available to download in the open invoice page.