How to associate Project with Invoice?

Updated on March 25, 2019 10:23pm by Admin

When you associate a project with invoice it will give you a 360 view of Invoice that’s been associated with Project. 360-degree view Association is supported in Projects for Invoices and vice-versa. 360-degree allows you to view the objects in Apptivo, that is associated with the current project/invoice, you are looking at.

For instance: You select a project to associate with an invoice, but that project might not have an invoice. That is, the project is not associated with the Invoices App. Therefore, you can create an invoice for the project and associate them.

Steps to Associate Projects with Invoices

  • Log in and access Projects App from the universal navigation menu bar.
  • Open or create a project that you would like to associate with an invoice.

    Select Project
  • Convert the Project to Invoice so that you could view the association.

    Convert To Invoice

    Note: Make sure to fill in the customer field, as it is a mandatory field in the Invoices App.

  • The converted invoice will appear as shown in the below image.

    Invoice
  • Redirect to the same project and Navigate to “360 Degree” tab from the customer overview page.
  • You will see a drop down of all associated Apps with this project.
  • Select Invoice in the drop down and the associated invoice will be displayed.

    360 Degree Association