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Create and edit an invoice from a task in TaskPilot with these four steps, ensuring accurate details for invoicing.
Creating an invoice from a task and editing task details for invoicing in TaskPilot can be accomplished in five easy steps:
Log in to your TaskPilot account. In the sidebar menu on the left, click on Workflow and select Tasks from the dropdown menu. Once you are in the Tasks section, look at the top of the page where several tabs are displayed. Click on the Approved tab to see only those tasks that have received approval. Scroll through the list of approved tasks or use the filter function to find the specific task you need to edit or create an invoice with.
Hover your cursor over the task you wish to invoice. As you do this, an Information icon will appear on the right side of the task. Click on this Information icon to open a modal window that displays the task details.
In the top left corner of the modal window, you will see a three-dot icon. Click on this icon to open a dropdown menu and select the Edit Summary option. This will switch the summary tab into edit mode, allowing you to make any necessary changes. Carefully update the task details to ensure all information is accurate and complete. Once you have made the necessary edits, click Exit Edit Mode to save your changes.
After exiting the edit mode, look for the Create Invoice button within the modal. Click on this button to generate an invoice based on the task details. The system will issue the invoice, which will then appear in the Invoicing tab within the Dashboard section of the side menu.
To send an invoice, go to the sidebar menu and select Invoicing from the Dashboard dropdown. Find the newly created invoice in the list and click the Edit button on the right. Change the status from Issued to Sent located next to the Invoice number. Finally, refresh the page to ensure the changes take effect.
By following these four steps, you can efficiently create an invoice from a task and ensure that all task details are accurately edited for invoicing in TaskPilot.
