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:

  1. 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

  2. Check the time span. All invoicing material outside of the time span is not generated in the invoice.

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