In this article we will be answering the following questions:
- Why can't I view project materials in the invoice?
Plans: Free CRM, Sales CRM, Project Management, ERPPermissions: Invoicing
If you have chosen to create an invoice based on invoice project material and it is missing from your invoice, please check the following:
- Check the invoicing details on the project card; the deal must be invoiceable and should mention what needs to be invoiced. e.g. sales quote, hours, expenses, bills, products
- Check the time span. All invoicing material outside of the time span is not generated in the invoice.