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Creating Invoices for Projects

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SpringAhead is set to create one invoice for each project, but you can control the number of invoices you want to create on a project, such as one invoice to include multiple projects or creating multiple invoices for each person on the project.

Creating One Invoice for Several Projects/Jobs:

  • Go to Settings and click on Projects.
  • Click on the desired project.
  • Within the project, click on the Invoicing tab.
  • For the Project Invoicing section, in the Address invoices to drop-down menu, select Parent Company. invoice_project_1.png

Creating Separate Invoices for Each Person on a Project

  • Go to Settings and click on Projects.
  • Click on the desired project.
  • Within the project, click on the Invoicing tab.
  • For the Project Invoicing section, in the Address invoices to drop-down menu, select This Project.
  • Check the box for And create a separate invoice for each person being billed. invoice_project_2.png

 

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