We have customers that have several different projects going at once.
We often need to send them a statement for open invoices just on a certain project.
It would be really beneficial to have an option within each project to send/print the customer
a statement of open invoices in that project only.
Thankyou! That would work for us. However when I click the blue action button on the upper right of the screen I do not see any options to send an "invoice" . I did read the article and did not find where it addressed this.
Please let me know if I am missing something ? Thankyou
@Piccinini you should be able to send them a roll up invoice from the project page. This isn't a statement but it is a full rollup of all invoices within the project. Click on the blue action button on the upper right of the screen.
Here is an article about Progressive Billing.
If this is moreso Contruciton related there is some options for project management as well.
I hope this helps.