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Create and manage project-specific invoices on TaskPilot for accurate billing and tracking of your projects efficiently.
Creating an invoice by project on TaskPilot is a straightforward process. Follow these steps to generate an invoice for your client efficiently:
Log in to your TaskPilot account, go to the sidebar menu on the left, click Dashboard, and select Invoicing from the dropdown.
Create a New Invoice
On the Invoicing page, click the Create Invoice button located in the top right corner. In the pop-up modal, select the client and the specific project for which you want to create the invoice, and click the Create button to generate the invoice.
After creating the invoice, you will see it listed with an "Issued" tag. To further manage this invoice, hover over it to reveal the edit icon on the right side. Click this edit icon to enter the edit mode. In the edit mode, change the status of the invoice to "Sent" by selecting this option from the dropdown menu located above the invoice number on the left side. This action finalizes the process and updates the invoice status accordingly.
By following these steps, you can efficiently create and manage project-specific invoices on TaskPilot, ensuring accurate billing and tracking for your projects.
