Skip to main content
Project invoices folder
Updated over 3 years ago

Each project has a folder location that is automatically created called 'Invoices'. This folder is shown with a locked symbol to reflect that this folder cannot be edited or deleted, as it is the fixed location that invoice and credit note documents are saved within.

Screenshot_Capture_-_2020-01-24_-_08-20-32.png

Within the 'invoices folder' you will find:

  • A word document copy of each finalized invoice or credit note. This is automatically created using the default template when the invoice or credit note is finalized.

  • A PDF file for each finalized invoice or credit note. This is automatically created each time a new file version for the matching word document is uploaded.

  • Both the word document and the PDF file are named the 'invoice number' or the 'credit note number'.

  • Previous versions of the file are available to download in the open invoice page.

Did this answer your question?