In this article we will be answering the following questions:

  • How can I set the default invoicing method?

  • What are the invoicing methods available for won deals?

Plans: Free CRM, Sales CRM, Project Management, ERPPermissions: Invoicing

In order to save time, you can set up the default invoicing method for the projects moved to 'won deals'.

To set up the default invoice method:

  • Navigate to Settings

  • Go to Feature Settings

  • Select Projects

Here you can activate the following invoicing methods:

  • hours

  • expenses

  • scheduled/recurring invoices

  • sales quote

  • bills

Once you change a deal to won, it will automatically be invoiceable and you can see the invoicing methods in the project card. You can enable or disable them from your project card. You can even change these at any given point.

All tracked hours, bills and expenses for this project will appear on the invoice.

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