How to link projects with invoices

Learn how to link your projects with the invoices.

Written by AndreiLast update 5 months ago

When generating a new invoice tied to projects, tasks, timesheets, and expenses related to both projects and retainers, the resulting invoices will be automatically connected to their respective projects.

There are two methods to identify this connection:

  • Projects select the project → Finance

  • Invoices select the invoice and check the top left corner of the invoice

How to link projects to invoices manually

Projects can be linked to invoices manually as well. This works both for new projects and historical data. To do that you need to go to Invoices → select the desired Invoice → Link with projects and select from the list of projects for that client.

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