Edition: Professional, Business, Enterprise
User-level: Assistant Project Manager, Project Manager, Assistant Administrator, Director, System Administrator.
Each project automatically generates an Invoices folder at the bottom of the project folder template when created.
This folder is locked (indicated by a lock symbol) and cannot be edited or deleted, as it serves as the fixed location for storing invoice and credit note documents.
How to access the proejct invoices folder
Project menu > Project Information > Document register
At the bottom of the folder structure on the left, there will be an invoices folder
What is stored within the project invoices folder
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.
The file name of both the Word document and the PDF are the corresponding invoice or credit number.
Previous versions of the file are available to download in the open invoice page.
