Add a new estimate or invoice to a project
Projects give you the ability to keep everything for a given project organized in one place. One thing that you can add to a project is an estimate or invoice.
- Tap on the project for which you’d like to add an estimate or invoice
- Tap on the + button to create a new post
- Tap on Create Estimate or Create Invoice as appropriate. In this case we’ll select Create Invoice
- Edit the invoice as you see fit, and then tap the Save button
- Set the post visibility and tap the Done button
- Your new invoice has now been added to a project post. Add additional details or content as required and then tap on Post
- Your new invoice is now posted to the project feed.
