Welcome to the Community, brandy10. I'll guide you through how to link invoices with projects.
Once a project has been created, each associated invoice can be linked to it manually. You'll want to keep in mind that any linked transactions (billable time, credits, payments, etc.) or attachments will be removed when moving an existing record to a project.
Here's how invoices, estimates, and transactions can be added to projects:
1. In the left navigation bar, go to Sales, then open the Customers tab.
2. Access the customer profile by clicking on their display name.
3. Find the invoice, estimate, or transaction and open it.
4. Use the Customer drop-down arrow to search for the name of your project.
5. Choose the one you want to link with your record.
6. Click Save.
Once you've completed this process, your customer's invoice will be connected with the project you selected in step five.
I've included a couple resources below which you may find useful:
If you need assistance with anything else, feel more than welcome to reach out to the Community anytime. Have a great day!
