How do I add a Project Invoice

When you need to add an invoice to a project, you have several options available that allow you to efficiently manage your invoicing tasks. Each method provides a unique way to access the invoicing feature, ensuring that you can choose the one that best fits your workflow. The options are as follows:

1. From the Project Edit Page: This option allows you to access the invoice functionality directly while you’re editing project details. Simply navigate to the project you wish to update and select the edit option. Here, you can easily find the invoicing section to add or modify invoices as necessary.  Here is the article for this method

2. From the Project DigiBoard: The Project DigiBoard offers a dynamic interface where you can visualize various components of your project. By selecting the appropriate project, you can quickly add an invoice using the dedicated invoicing widget. This method provides a quick overview while enabling you to manage invoices alongside other project elements.  Here is the article for this method

3. From the Project Dashboard: Your Project Dashboard serves as a central hub for monitoring project progress and performance. From here, you can add an invoice by locating the invoicing section or button, which directs you to the invoicing options related to the specific project. This approach is ideal for users who prefer a comprehensive view of their project alongside invoicing tasks.  Here is the article for this method

4. From the Navigation Menu: For users who prefer a straightforward approach, the Navigation Menu provides direct access to the invoicing feature. By selecting the relevant project from the menu and choosing the invoice option, you can seamlessly add invoices without navigating through other project details.  Here is the article for this method

Each of these options allows you to easily incorporate invoicing into your project management process, ensuring that you can track expenses and maintain financial organization effectively. Choose the method that best suits your needs to streamline your invoicing tasks.