Invoicing from the Financial Forecast :

Invoicing from the Financial Forecast Print

Created by: Aimee Smith

Modified on: Wed, 13 Mar, 2024 at 8:23 AM

Fresh Projects also has the ability to set up invoicing from within the Financial Forecast.

1. From within the Financial Forecast. Select the + next to the project you are wanting to invoice for to expand the list of Sub Projects.

2. Select the entry you want to create and invoice for.

3. Select > Invoice

4. Add any invoice reference and comments

5. Select your Invoice Template and then Finalise your invoice

We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!

Aimee is the author of this solution article.

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Invoicing from the Financial Forecast Print