Link Invoices to Projects for Improved Revenue Reporting

By April 15, 2017 Invoices 2 Comments

Gain actionable financial insight into your project earning by using Avaza’s new feature that allows you to link Invoices to Projects.

Switching On the Project Invoice Link

You can choose to enable this feature by navigating to Settings > Invoice Settings.

Link Invoices to ProjectsFigure: Switch on the Project Invoice Link

Linking Invoice Line Items to a Project

When this setting is switched on, a new dropdown appears on each invoice line-item called “Link project”. Line items that are added by using the Add Time, Add Expense or Add Fixed Amount buttons are automatically linked, and for all other items you can choose which project (for the same customer) you want to link them to. You have the option of selecting active projects or even archived projects that have uninvoiced time, expenses, or fixed amounts.

Although this change does not affect any existing invoices, you can easily edit them and manually link individual line items to relevant projects. This will allow you to accurately report on project billing.

Link Invoices to ProjectsFigure: Link Individual Inventory Items to Active Projects

Project Summary Report

The Project Summary Report displays all invoices linked to a project. You can view these by navigating to the Total Amount panel on the report. The Invoices tab displays the following information:

  • Invoice ID
  • Subject
  • Status
  • Invoice Date
  • Due Date
  • Total Invoice Amount

You can click on invoice number to open the invoice details page for a particular invoice.

Link Invoices to ProjectsFigure: Generate and Analyze the Project Summary Report

We hope you’ll enjoy this new feature! Let us know what you think in the comments.

The Avaza Team

2 Comments

  • Bart says:

    How can you just link the entire invoice to a project? Not line by line…

    • Omar Saleem says:

      Hi Bart,

      You cannot link an entire invoice to a project because many customers create invoices that have line items linked to multiple projects. Would it help if we were to remember your project selection from the first line item so you don’t have to select it every time?

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