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DrDBanner avatar DrDBanner commented on July 4, 2024

When receiving a payment an invoice has to be already there in the first place IIRC. This invoice has the project's relation already. So, why would you do that twice? Otherwise you would have a booking without a receipt.

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inmanturbo avatar inmanturbo commented on July 4, 2024

Currently it looks like projects are just an internal thing for tracking expenses. I don't see any way to set up a relationship between a project and an invoice, either.

Working in an industry where everything is project related. All finances and accounting, funding and lending is secured on a per project basis. In addition to an invoice and a contract, each project is billed monthly and requires a Payment Application be submitted to the clients, which shows retainage, balance to completion, etc.

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DrDBanner avatar DrDBanner commented on July 4, 2024

You need to open the settings tab within a new invoice

Bildschirmfoto 2024-06-09 um 14 36 31

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inmanturbo avatar inmanturbo commented on July 4, 2024

Ah ok. I see I should probably spend a little more time looking around the demo. I still need for stuff for projects (address and reports for instance) but if I can integrate with our own software using the api and relate them back to our projects this might work for our invoicing.

Thank you

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inmanturbo avatar inmanturbo commented on July 4, 2024

I'll close this one

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