When invoicing you might need to add a report of your project invoice history. This can easily be done after saving an invoice. Navigate to the right menu bar on invoice to add the report.
You'll learn:
How to add an invoice history report to an invoice
How to view and delete the report
Plans & Permissions:
Plans: Free CRM, Sales CRM, Project Management, ERP
Permissions: Invoicing
Table of contents:
1. Where to add the invoice history report
Go to the invoice you'd like to add an invoicing report to, navigate to the right-hand side of the invoice view and click Add invoicing history.
2. How to view and delete the report
Once you have selected the report and saved it as an attachment, you can view or delete it under the Add invoicing history button.
3. How the PDF report looks like
When added to an invoice, this report will automatically be attached to the invoice when printed.
The report will be as a separate PDF attached to the invoice.
Columns on the report:
Invoice number
Invoice date
Total excl. VAT
Total
Other related articles:
How to add an hours report to an invoice?
How to invoice with project invoice materials