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How to invoice items separately

This guide explains how to invoice tasks, times, materials, and expenses on a project separately.

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Step 1.

Go to Company under Global settings.

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Step 2.

Under the General tab, toggle Select tasks, times, materials, and expenses to invoice on.

Click Save.

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Step 3.

Go to the Invoice queue under the Sales and purchases tab.

You will see a new icon next to the invoices. This will allow you to select which items to invoice. Click the icon.

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Step 4.

This will open a modal where you can select which items to invoice.

Once you have selected the items to invoice, click Generate.

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Step 5.

This will generate an invoice with the selected items.

You can view a pdf of the invoice by clicking the document icon.

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Step 6.

The project still has available items to invoice and so is in the invoice queue.

Click on the binoculars icon to view the remaining items.

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Step 7.

As you can see, the items not selected are still waiting to be invoiced.

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