Can I assign a previous Invoice to a Client Project?
Having only just migrated from Simplifi to Personal and Business, I am only just becoming familiar with its processes.
One of the first things I needed to do was to invoice a Client - which I did before discovering the Projects feature. Is there a way for me to assign the previously sent Invoice to a project without re-invoicing the Client altogether?
I'd be grateful for helpful guidance as I come up to speed.
Best Answer
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Hello @Mortimer Duke,
Thank you for reaching out with this question. No, you are not able to change the client and/or project on an invoice which has already been created. While you are able to edit invoices, the client/project field is greyed out and won't allow you to make changes. For more information on working with invoices, please review this article:
I hope this helps!
-Coach Kristina
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