Fresh Projects

00:00: This article explains how to create and finalise invoices from the financial

00:04: forecasting dashboard.

00:07: To start, select "Insight" from the main menu.

00:11: Scroll down to the "Fees & Invoicing" section of the insight dashboard, then select

00:16: "Financial Forecast"

00:19: From within the Financial Forecast,

00:21: select the + sign next to the project

00:23: you are wanting to invoice to expand the list of sub-projects.

00:28: Next, select the entry you want to create and invoice for.

00:33: Then,

00:34: select Invoice from the pop-up.

00:37: From the new invoicing popup,

00:39: you can add an Invoice reference.

00:43: Then,

00:43: you can add any necessary Invoice comments.

00:48: By selecting the three dots icon,

00:50: you will see the option to change your invoice template if needed.

00:55: Lastly,

00:55: you can either save the invoice as a draft or directly finalise the invoice from

01:00: this view.

01:02: This article has now guided you through how invoicing can be done from the financial

01:06: forecast.